SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61 | -7.6% | 1,669 | -2.1% | 0.01% | -11.1% |
| Q2 2023 | $66 | +3.1% | 1,705 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $64 | +1.6% | 1,705 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $63 | -99.9% | 1,705 | -3.0% | 0.01% | -10.0% |
| Q3 2022 | $60,000 | -9.1% | 1,757 | -4.1% | 0.01% | 0.0% |
| Q2 2022 | $66,000 | -14.3% | 1,832 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $77,000 | -10.5% | 1,832 | -4.4% | 0.01% | -8.3% |
| Q4 2021 | $86,000 | +4.9% | 1,917 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $82,000 | -2.4% | 1,917 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $84,000 | +3.7% | 1,917 | -0.2% | 0.01% | 0.0% |
| Q1 2021 | $81,000 | +14.1% | 1,920 | -2.5% | 0.01% | 0.0% |
| Q4 2020 | $71,000 | +31.5% | 1,970 | 0.0% | 0.01% | +18.2% |
| Q3 2020 | $54,000 | +1.9% | 1,970 | -0.5% | 0.01% | -8.3% |
| Q2 2020 | $53,000 | -57.9% | 1,979 | -65.8% | 0.01% | -25.0% |
| Q1 2020 | $126,000 | – | 5,786 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |