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 | $52,859,896 | -2.9% | 1,432,518 | +2.2% | 8.71% | -0.9% |
| Q2 2023 | $54,423,366 | +14.8% | 1,401,220 | +11.6% | 8.79% | +11.5% |
| Q1 2023 | $47,424,484 | +3.4% | 1,255,613 | +1.2% | 7.88% | -3.3% |
| Q4 2022 | $45,866,516 | +62.3% | 1,240,642 | +49.5% | 8.15% | +56.0% |
| Q3 2022 | $28,260,000 | +1.2% | 829,697 | +6.9% | 5.22% | +4.2% |
| Q2 2022 | $27,914,000 | +6.5% | 775,833 | +24.5% | 5.02% | +5.0% |
| Q1 2022 | $26,217,000 | +97.2% | 623,177 | +109.5% | 4.78% | +83.9% |
| Q4 2021 | $13,294,000 | +41.8% | 297,470 | +31.8% | 2.60% | +25.3% |
| Q3 2021 | $9,373,000 | +2.9% | 225,618 | +6.0% | 2.07% | -2.2% |
| Q2 2021 | $9,109,000 | +5.9% | 212,910 | +1.9% | 2.12% | -3.9% |
| Q1 2021 | $8,603,000 | +12.0% | 208,907 | -4.6% | 2.21% | +20.3% |
| Q4 2020 | $7,678,000 | +29.4% | 219,027 | -0.5% | 1.83% | -6.4% |
| Q3 2020 | $5,933,000 | -6.1% | 220,149 | -8.7% | 1.96% | -4.5% |
| Q2 2020 | $6,318,000 | +58.9% | 241,132 | +30.5% | 2.05% | +8.7% |
| Q1 2020 | $3,976,000 | -22.1% | 184,822 | +18.1% | 1.89% | -21.4% |
| Q4 2019 | $5,106,000 | +11.3% | 156,485 | -3.7% | 2.40% | -3.8% |
| Q3 2019 | $4,587,000 | +11.9% | 162,419 | +21.4% | 2.50% | +0.9% |
| Q2 2019 | $4,101,000 | +25.7% | 133,836 | +24.1% | 2.48% | +13.1% |
| Q1 2019 | $3,262,000 | +4.9% | 107,882 | -8.6% | 2.19% | +9.9% |
| Q4 2018 | $3,111,000 | +45.2% | 118,038 | +83.2% | 1.99% | +1.6% |
| Q3 2018 | $2,142,000 | +13.9% | 64,428 | +10.5% | 1.96% | +7.2% |
| Q2 2018 | $1,881,000 | +19.1% | 58,281 | +10.5% | 1.83% | +12.5% |
| Q1 2018 | $1,579,000 | +203.7% | 52,761 | +206.1% | 1.62% | +53.4% |
| Q4 2017 | $520,000 | – | 17,236 | – | 1.06% | – |
Download | ||||||
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% |