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 | $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% | – |
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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% |