SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,352,420 | -1.7% | 280,553 | +3.5% | 6.39% | +0.5% |
| Q2 2023 | $10,527,964 | -44.4% | 271,060 | -45.9% | 6.36% | -45.4% |
| Q1 2023 | $18,936,171 | +8.7% | 501,355 | +6.4% | 11.66% | -0.2% |
| Q4 2022 | $17,418,083 | +4.1% | 471,141 | -4.1% | 11.68% | -2.3% |
| Q3 2022 | $16,727,000 | -0.6% | 491,095 | +5.0% | 11.96% | +5.0% |
| Q2 2022 | $16,830,000 | -13.7% | 467,765 | +0.9% | 11.39% | -1.9% |
| Q1 2022 | $19,497,000 | -3.3% | 463,431 | +2.7% | 11.61% | +0.9% |
| Q4 2021 | $20,157,000 | +4.5% | 451,031 | -1.0% | 11.50% | -0.7% |
| Q3 2021 | $19,285,000 | -11.4% | 455,491 | -11.9% | 11.58% | -12.4% |
| Q2 2021 | $21,774,000 | +26.2% | 516,957 | +26.7% | 13.22% | +18.5% |
| Q1 2021 | $17,248,000 | +227.8% | 408,041 | +177.7% | 11.16% | +213.1% |
| Q4 2020 | $5,261,000 | +38.6% | 146,921 | +5.7% | 3.57% | +26.5% |
| Q3 2020 | $3,796,000 | – | 138,971 | – | 2.82% | – |
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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% |