SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,161,273 | -50.8% | 85,671 | -48.3% | 1.63% | -51.5% |
| Q2 2023 | $6,430,170 | +10.2% | 165,555 | +7.2% | 3.37% | +5.7% |
| Q1 2023 | $5,834,799 | +7.8% | 154,482 | +5.6% | 3.19% | -2.9% |
| Q4 2022 | $5,410,517 | +91.5% | 146,349 | +76.4% | 3.28% | +89.2% |
| Q3 2022 | $2,825,000 | +165.5% | 82,949 | +180.4% | 1.74% | +143.3% |
| Q2 2022 | $1,064,000 | -13.4% | 29,582 | +1.2% | 0.71% | -4.0% |
| Q1 2022 | $1,229,000 | -3.2% | 29,221 | +2.9% | 0.74% | -4.4% |
| Q4 2021 | $1,269,000 | -62.7% | 28,397 | -64.5% | 0.78% | -65.4% |
| Q3 2021 | $3,404,000 | +13.9% | 79,899 | +17.5% | 2.25% | +7.1% |
| Q2 2021 | $2,989,000 | -12.0% | 68,021 | -15.4% | 2.10% | -11.4% |
| Q1 2021 | $3,397,000 | -1.7% | 80,367 | -16.7% | 2.37% | -7.7% |
| Q4 2020 | $3,455,000 | +54.2% | 96,516 | +17.9% | 2.57% | +34.1% |
| Q3 2020 | $2,241,000 | -6.7% | 81,861 | -9.5% | 1.91% | -11.1% |
| Q2 2020 | $2,403,000 | +39.6% | 90,431 | +14.7% | 2.15% | +26.2% |
| Q1 2020 | $1,721,000 | -40.8% | 78,814 | -11.6% | 1.71% | -28.8% |
| Q4 2019 | $2,909,000 | +15.9% | 89,138 | +6.5% | 2.40% | +6.1% |
| Q3 2019 | $2,511,000 | +28.3% | 83,687 | +31.9% | 2.26% | +26.2% |
| Q2 2019 | $1,957,000 | -17.5% | 63,465 | -18.2% | 1.79% | -21.9% |
| Q1 2019 | $2,373,000 | +59.7% | 77,540 | +37.5% | 2.29% | +42.2% |
| Q4 2018 | $1,486,000 | – | 56,374 | – | 1.61% | – |
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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% |