SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,092,804 | -9.8% | 137,986 | -5.1% | 0.37% | -8.9% |
| Q2 2023 | $5,647,962 | +147.5% | 145,416 | +140.7% | 0.40% | +145.7% |
| Q1 2023 | $2,282,165 | +573.4% | 60,423 | +559.1% | 0.16% | +556.0% |
| Q4 2022 | $338,913 | +65.3% | 9,167 | +52.1% | 0.02% | +47.1% |
| Q3 2022 | $205,000 | -36.1% | 6,025 | -32.4% | 0.02% | -34.6% |
| Q2 2022 | $321,000 | -54.0% | 8,915 | -46.2% | 0.03% | -43.5% |
| Q1 2022 | $698,000 | +15.2% | 16,582 | +22.3% | 0.05% | +21.1% |
| Q4 2021 | $606,000 | +164.6% | 13,554 | +151.7% | 0.04% | +153.3% |
| Q3 2021 | $229,000 | -96.4% | 5,386 | -97.2% | 0.02% | -97.9% |
| Q3 2018 | $6,372,000 | – | 191,691 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |