SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $26,000 | -62.3% | 733 | -55.1% | 0.02% | -56.4% |
| Q1 2022 | $69,000 | -5.5% | 1,633 | 0.0% | 0.04% | -4.9% |
| Q4 2021 | $73,000 | +4.3% | 1,633 | 0.0% | 0.04% | -6.8% |
| Q3 2021 | $70,000 | -2.8% | 1,633 | 0.0% | 0.04% | +2.3% |
| Q2 2021 | $72,000 | +4.3% | 1,633 | 0.0% | 0.04% | -4.4% |
| Q1 2021 | $69,000 | +19.0% | 1,633 | 0.0% | 0.04% | +9.8% |
| Q4 2020 | $58,000 | +28.9% | 1,633 | 0.0% | 0.04% | +5.1% |
| Q3 2020 | $45,000 | +4.7% | 1,633 | 0.0% | 0.04% | +5.4% |
| Q2 2020 | $43,000 | +19.4% | 1,633 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $36,000 | +300.0% | 1,633 | +504.8% | 0.04% | +428.6% |
| Q4 2019 | $9,000 | – | 270 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |