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 | $1,646,894 | -2.0% | 44,631 | +3.2% | 0.11% | -8.4% |
| Q2 2023 | $1,679,747 | +11.2% | 43,247 | +8.2% | 0.12% | +2.6% |
| Q1 2023 | $1,510,087 | -10.7% | 39,981 | -12.6% | 0.12% | -17.7% |
| Q4 2022 | $1,690,347 | -8.6% | 45,722 | -15.8% | 0.14% | -27.3% |
| Q3 2022 | $1,849,000 | -32.9% | 54,287 | -29.1% | 0.19% | -22.4% |
| Q2 2022 | $2,754,000 | -19.2% | 76,547 | -5.5% | 0.25% | -9.7% |
| Q1 2022 | $3,409,000 | +516.5% | 81,029 | +554.6% | 0.28% | +592.5% |
| Q4 2021 | $553,000 | -4.5% | 12,378 | -8.9% | 0.04% | -18.4% |
| Q3 2021 | $579,000 | -22.2% | 13,587 | -19.7% | 0.05% | -25.8% |
| Q2 2021 | $744,000 | +4.9% | 16,926 | +1.0% | 0.07% | -12.0% |
| Q1 2021 | $709,000 | +11.3% | 16,763 | -5.8% | 0.08% | -14.8% |
| Q4 2020 | $637,000 | +15.2% | 17,796 | -11.9% | 0.09% | -34.8% |
| Q3 2020 | $553,000 | +1.5% | 20,208 | -1.4% | 0.14% | -19.2% |
| Q2 2020 | $545,000 | +2927.8% | 20,501 | +2355.2% | 0.17% | +1184.6% |
| Q1 2020 | $18,000 | – | 835 | – | 0.01% | – |
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% |