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 | $537,606 | +14.0% | 14,569 | +20.0% | 0.01% | +14.3% |
| Q2 2023 | $471,435 | +947.9% | 12,138 | +919.1% | 0.01% | +600.0% |
| Q1 2023 | $44,988 | +576.0% | 1,191 | +561.7% | 0.00% | – |
| Q4 2022 | $6,655 | +10.9% | 180 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | -25.0% | 180 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | -98.7% | 180 | -98.7% | 0.00% | -100.0% |
| Q4 2021 | $626,000 | +7.4% | 14,002 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $583,000 | -16.2% | 13,684 | -13.6% | 0.01% | -16.7% |
| Q2 2021 | $696,000 | -99.9% | 15,838 | -32.3% | 0.01% | +33.3% |
| Q1 2021 | $988,696,000 | +16478166.7% | 23,390 | +12894.4% | 0.01% | – |
| Q4 2020 | $6,000 | +20.0% | 180 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | -93.4% | 180 | -94.9% | 0.00% | -100.0% |
| Q1 2020 | $76,000 | -40.2% | 3,509 | -10.2% | 0.00% | -25.0% |
| Q4 2019 | $127,000 | +21.0% | 3,909 | +11.4% | 0.00% | 0.0% |
| Q3 2019 | $105,000 | +10400.0% | 3,509 | +6918.0% | 0.00% | – |
| Q2 2019 | $1,000 | -94.1% | 50 | -90.5% | 0.00% | -100.0% |
| Q3 2018 | $17,000 | -99.8% | 525 | -99.8% | 0.00% | -99.8% |
| Q2 2018 | $8,595,000 | +286400.0% | 266,249 | +221774.2% | 0.51% | – |
| Q1 2018 | $3,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 120 | +200.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | -100.0% |
| Q4 2016 | $3,000 | – | 40 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |