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 | $632,205 | -6.2% | 17,133 | -1.2% | 0.40% | -5.0% |
| Q2 2023 | $673,740 | -18.3% | 17,347 | -20.5% | 0.42% | -21.6% |
| Q1 2023 | $824,212 | +1.8% | 21,822 | -0.4% | 0.53% | -12.0% |
| Q4 2022 | $809,953 | +2.7% | 21,908 | -5.4% | 0.61% | -5.9% |
| Q3 2022 | $789,000 | -7.1% | 23,161 | -1.8% | 0.64% | -2.7% |
| Q2 2022 | $849,000 | -18.5% | 23,589 | -4.8% | 0.66% | -3.5% |
| Q1 2022 | $1,042,000 | -7.4% | 24,771 | -1.6% | 0.69% | -5.1% |
| Q4 2021 | $1,125,000 | +1.9% | 25,175 | -2.9% | 0.72% | +0.4% |
| Q3 2021 | $1,104,000 | -7.5% | 25,927 | -4.5% | 0.72% | -11.5% |
| Q2 2021 | $1,193,000 | -2.1% | 27,159 | -5.8% | 0.81% | -0.9% |
| Q1 2021 | $1,218,000 | +13.1% | 28,821 | -4.2% | 0.82% | +6.6% |
| Q4 2020 | $1,077,000 | +29.3% | 30,071 | -1.1% | 0.77% | +16.5% |
| Q3 2020 | $833,000 | -4.3% | 30,409 | -7.1% | 0.66% | -5.2% |
| Q2 2020 | $870,000 | +59.0% | 32,743 | +30.8% | 0.70% | +44.9% |
| Q1 2020 | $547,000 | – | 25,027 | – | 0.48% | – |
Download | ||||||
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% |