SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $61,106 | -55.1% | 1,656 | -55.0% | 0.00% | -100.0% |
Q4 2022 | $136,050 | +1600.6% | 3,680 | +1507.0% | 0.00% | – |
Q3 2022 | $8,000 | +700.0% | 229 | +717.9% | 0.00% | – |
Q2 2022 | $1,000 | -95.2% | 28 | -94.4% | 0.00% | – |
Q1 2022 | $21,000 | -43.2% | 500 | -39.0% | 0.00% | – |
Q4 2021 | $37,000 | – | 820 | – | 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% |