SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,733,199 | -5.0% | 46,970 | +0.0% | 0.30% | -4.8% |
| Q2 2023 | $1,823,538 | +2.7% | 46,950 | -0.1% | 0.31% | -5.7% |
| Q1 2023 | $1,775,945 | -0.5% | 47,020 | -2.6% | 0.33% | -6.2% |
| Q4 2022 | $1,783,987 | -6.0% | 48,255 | -13.4% | 0.36% | -15.7% |
| Q3 2022 | $1,897,000 | +10.9% | 55,704 | +17.2% | 0.42% | +11.4% |
| Q2 2022 | $1,710,000 | -50.8% | 47,529 | -42.5% | 0.38% | -44.6% |
| Q1 2022 | $3,477,000 | -27.5% | 82,657 | -23.0% | 0.68% | -29.0% |
| Q4 2021 | $4,795,000 | +4.2% | 107,298 | -0.7% | 0.96% | -4.8% |
| Q3 2021 | $4,603,000 | -3.1% | 108,058 | -0.0% | 1.01% | -7.4% |
| Q2 2021 | $4,749,000 | +144.2% | 108,073 | +134.9% | 1.09% | +108.4% |
| Q1 2021 | $1,945,000 | +18.2% | 46,012 | +0.1% | 0.52% | +1.9% |
| Q4 2020 | $1,646,000 | +30.3% | 45,972 | -0.3% | 0.51% | +12.3% |
| Q3 2020 | $1,263,000 | -2.0% | 46,123 | -4.9% | 0.46% | -4.4% |
| Q2 2020 | $1,289,000 | +21.7% | 48,507 | 0.0% | 0.48% | +2.6% |
| Q1 2020 | $1,059,000 | -69.5% | 48,507 | -54.5% | 0.47% | -63.7% |
| Q4 2019 | $3,477,000 | +8.8% | 106,555 | +0.0% | 1.28% | +2.1% |
| Q3 2019 | $3,197,000 | +0.1% | 106,551 | +2.3% | 1.26% | -5.9% |
| Q2 2019 | $3,193,000 | +1.4% | 104,196 | 0.0% | 1.34% | -10.3% |
| Q1 2019 | $3,150,000 | +3.3% | 104,196 | -9.9% | 1.49% | -9.8% |
| Q4 2018 | $3,048,000 | – | 115,636 | – | 1.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |