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 | $22,671,987 | -3.2% | 614,417 | +2.6% | 6.09% | -1.6% |
| Q2 2023 | $23,428,875 | +3.5% | 599,051 | +0.0% | 6.19% | -0.6% |
| Q1 2023 | $22,625,936 | +5.5% | 599,045 | +3.3% | 6.23% | -3.8% |
| Q4 2022 | $21,439,685 | +11.2% | 579,921 | +2.5% | 6.47% | -0.0% |
| Q3 2022 | $19,279,000 | -5.0% | 566,032 | +0.4% | 6.47% | -3.3% |
| Q2 2022 | $20,285,000 | -10.4% | 563,795 | +4.8% | 6.70% | 0.0% |
| Q1 2022 | $22,628,000 | -2.5% | 537,871 | +3.6% | 6.70% | +0.0% |
| Q4 2021 | $23,202,000 | +11.2% | 519,180 | +6.0% | 6.69% | -2.9% |
| Q3 2021 | $20,861,000 | -2.6% | 489,689 | +0.5% | 6.90% | -9.2% |
| Q2 2021 | $21,415,000 | +10.4% | 487,375 | +6.2% | 7.60% | -3.7% |
| Q1 2021 | $19,390,000 | +15.9% | 458,720 | -1.8% | 7.89% | +7.2% |
| Q4 2020 | $16,730,000 | +34.5% | 467,307 | +2.9% | 7.36% | +15.6% |
| Q3 2020 | $12,435,000 | +6.1% | 454,171 | +3.0% | 6.37% | +2.0% |
| Q2 2020 | $11,720,000 | +33.2% | 441,092 | +9.5% | 6.24% | +9.4% |
| Q1 2020 | $8,799,000 | -24.3% | 402,906 | +13.1% | 5.70% | -14.1% |
| Q4 2019 | $11,627,000 | +10.9% | 356,341 | +1.9% | 6.64% | +3.5% |
| Q3 2019 | $10,487,000 | +3.0% | 349,573 | +5.2% | 6.42% | -0.4% |
| Q2 2019 | $10,178,000 | +5.3% | 332,185 | +7.3% | 6.44% | -0.3% |
| Q1 2019 | $9,666,000 | +25.5% | 309,612 | +6.0% | 6.46% | +6.0% |
| Q4 2018 | $7,699,000 | -10.8% | 292,070 | +12.4% | 6.10% | -3.2% |
| Q3 2018 | $8,636,000 | +11.2% | 259,816 | +8.0% | 6.30% | +0.1% |
| Q2 2018 | $7,764,000 | +11.9% | 240,519 | +3.7% | 6.29% | +9.8% |
| Q1 2018 | $6,937,000 | +265.9% | 231,845 | +268.7% | 5.73% | +234.4% |
| Q4 2017 | $1,896,000 | – | 62,887 | – | 1.71% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |