SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,489,041 | -7.8% | 446,855 | -2.9% | 0.84% | -10.2% |
| Q2 2023 | $17,875,829 | +13.6% | 460,243 | +10.5% | 0.93% | +3.7% |
| Q1 2023 | $15,735,935 | +60.6% | 416,626 | +57.2% | 0.90% | +45.8% |
| Q4 2022 | $9,800,152 | +11.1% | 265,084 | +2.3% | 0.62% | -8.2% |
| Q3 2022 | $8,823,000 | +11.4% | 259,041 | +17.7% | 0.67% | -3.9% |
| Q2 2022 | $7,918,000 | -22.5% | 220,081 | -9.4% | 0.70% | -9.8% |
| Q1 2022 | $10,216,000 | -19.1% | 242,845 | -14.1% | 0.77% | -16.9% |
| Q4 2021 | $12,633,000 | +22.8% | 282,677 | +17.0% | 0.93% | +11.1% |
| Q3 2021 | $10,291,000 | -11.0% | 241,566 | -8.2% | 0.84% | +14.2% |
| Q2 2021 | $11,568,000 | +25.9% | 263,266 | +21.1% | 0.73% | +11.0% |
| Q1 2021 | $9,189,000 | +76.9% | 217,394 | +49.8% | 0.66% | +53.0% |
| Q4 2020 | $5,194,000 | +41.9% | 145,083 | +8.5% | 0.43% | +17.7% |
| Q3 2020 | $3,660,000 | +37.6% | 133,666 | +33.6% | 0.37% | +0.8% |
| Q2 2020 | $2,659,000 | +412.3% | 100,061 | +321.3% | 0.36% | +385.3% |
| Q1 2020 | $519,000 | – | 23,753 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 463,431 | $19,497,000 | 11.61% |
| WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
| Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
| Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
| Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
| Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
| Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
| McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
| Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |