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 | $494,045 | -14.3% | 13,389 | -9.8% | 0.25% | -15.1% |
| Q2 2023 | $576,269 | +7.9% | 14,837 | +4.9% | 0.30% | +2.8% |
| Q1 2023 | $534,257 | +0.4% | 14,145 | -1.8% | 0.29% | -5.5% |
| Q4 2022 | $532,294 | +5.3% | 14,398 | -3.0% | 0.31% | -4.1% |
| Q3 2022 | $505,652 | -21.0% | 14,846 | -16.6% | 0.32% | -21.6% |
| Q2 2022 | $640,398 | -42.7% | 17,799 | -33.0% | 0.41% | -34.7% |
| Q1 2022 | $1,117,818 | – | 26,570 | – | 0.62% | – |
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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% |