SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 650 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 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% | – |
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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% |