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 | $637,000 | +96269.1% | 17,275 | +1.5% | 0.04% | +2.7% |
| Q2 2023 | $661 | +3.3% | 17,022 | +0.5% | 0.04% | -7.5% |
| Q1 2023 | $640 | +2.6% | 16,939 | +0.4% | 0.04% | -2.4% |
| Q4 2022 | $624 | -99.9% | 16,876 | +12.0% | 0.04% | +10.8% |
| Q3 2022 | $513,000 | -5.0% | 15,071 | +0.4% | 0.04% | -2.6% |
| Q2 2022 | $540,000 | -14.1% | 15,008 | +0.4% | 0.04% | -5.0% |
| Q1 2022 | $629,000 | -5.7% | 14,945 | +0.1% | 0.04% | -4.8% |
| Q4 2021 | $667,000 | +5.5% | 14,923 | +0.6% | 0.04% | -38.2% |
| Q3 2021 | $632,000 | -1.9% | 14,832 | +0.3% | 0.07% | +41.7% |
| Q2 2021 | $644,000 | +3.4% | 14,788 | +0.3% | 0.05% | -5.9% |
| Q1 2021 | $623,000 | +18.2% | 14,747 | +0.3% | 0.05% | +15.9% |
| Q4 2020 | $527,000 | +31.4% | 14,710 | +0.4% | 0.04% | +15.8% |
| Q3 2020 | $401,000 | +3.4% | 14,648 | +0.2% | 0.04% | -2.6% |
| Q2 2020 | $388,000 | +22.0% | 14,614 | +0.4% | 0.04% | -2.5% |
| Q1 2020 | $318,000 | – | 14,555 | – | 0.04% | – |
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% |