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 2022 | $6,057,000 | +321.2% | 177,825 | +345.1% | 0.17% | +322.5% |
| Q2 2022 | $1,438,000 | -67.7% | 39,956 | -62.2% | 0.04% | -61.9% |
| Q1 2022 | $4,449,000 | -23.2% | 105,757 | -18.4% | 0.10% | -29.1% |
| Q4 2021 | $5,793,000 | +33.3% | 129,606 | +27.1% | 0.15% | +13.8% |
| Q3 2021 | $4,346,000 | +52.3% | 102,007 | +57.0% | 0.13% | +28.7% |
| Q2 2021 | $2,854,000 | +223.6% | 64,961 | +211.3% | 0.10% | +129.5% |
| Q1 2021 | $882,000 | +21.8% | 20,870 | +3.2% | 0.04% | -18.5% |
| Q4 2020 | $724,000 | +197.9% | 20,224 | +127.5% | 0.05% | +145.5% |
| Q3 2020 | $243,000 | +3.8% | 8,888 | +16.3% | 0.02% | -83.3% |
| Q2 2019 | $234,000 | – | 7,643 | – | 0.13% | – |
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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% |