SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,628,448 | -4.3% | 98,332 | +0.7% | 2.40% | -4.1% |
| Q2 2023 | $3,793,423 | +4.9% | 97,668 | +2.0% | 2.50% | -2.8% |
| Q1 2023 | $3,615,989 | +7.0% | 95,737 | +4.8% | 2.58% | -5.1% |
| Q4 2022 | $3,378,078 | +15.7% | 91,374 | +6.6% | 2.71% | -7.7% |
| Q3 2022 | $2,919,000 | -3.5% | 85,703 | +1.9% | 2.94% | +0.5% |
| Q2 2022 | $3,026,000 | -11.3% | 84,104 | +3.7% | 2.92% | -1.9% |
| Q1 2022 | $3,413,000 | – | 81,117 | – | 2.98% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |