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 | $9,650,945 | -7.5% | 261,543 | -2.6% | 0.44% | -7.6% |
| Q2 2023 | $10,429,784 | +21.6% | 268,532 | +18.2% | 0.48% | +15.3% |
| Q1 2023 | $8,579,555 | -0.1% | 227,153 | -2.2% | 0.41% | -12.3% |
| Q4 2022 | $8,586,183 | +42.7% | 232,247 | +31.5% | 0.47% | +23.0% |
| Q3 2022 | $6,015,000 | +7.7% | 176,603 | +13.7% | 0.38% | +9.1% |
| Q2 2022 | $5,586,000 | -9.0% | 155,261 | +6.4% | 0.35% | +12.5% |
| Q1 2022 | $6,141,000 | -7.6% | 145,946 | -1.8% | 0.31% | -13.3% |
| Q4 2021 | $6,644,000 | +29.2% | 148,677 | +23.1% | 0.36% | +22.4% |
| Q3 2021 | $5,143,000 | -4.4% | 120,732 | -1.4% | 0.29% | -9.8% |
| Q2 2021 | $5,378,000 | -0.4% | 122,395 | -4.2% | 0.33% | +30.4% |
| Q1 2021 | $5,401,000 | +17.0% | 127,774 | -0.9% | 0.25% | +5.5% |
| Q4 2020 | $4,615,000 | +32.8% | 128,918 | +1.6% | 0.24% | -22.0% |
| Q3 2020 | $3,476,000 | +37.1% | 126,944 | +33.0% | 0.30% | +31.6% |
| Q2 2020 | $2,536,000 | +126700.0% | 95,455 | +151415.9% | 0.23% | – |
| Q3 2019 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | – | 63 | – | 0.00% | – |
Download | ||||||
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% |