SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $34,018,148 | +15.1% | 806,499 | +0.7% | 8.94% | +4.0% |
| Q3 2023 | $29,565,375 | -5.7% | 801,230 | -0.7% | 8.60% | -0.5% |
| Q2 2023 | $31,348,943 | +4.9% | 807,130 | +2.0% | 8.64% | +2.1% |
| Q1 2023 | $29,878,272 | -11.0% | 791,058 | -12.8% | 8.47% | -13.0% |
| Q4 2022 | $33,556,593 | +9.7% | 907,671 | +1.1% | 9.74% | +4.1% |
| Q3 2022 | $30,579,000 | -4.8% | 897,808 | +0.6% | 9.35% | -0.5% |
| Q2 2022 | $32,118,000 | -16.3% | 892,674 | -2.1% | 9.40% | -7.5% |
| Q1 2022 | $38,353,000 | -1.0% | 911,647 | +5.1% | 10.16% | +4.7% |
| Q4 2021 | $38,755,000 | +7.4% | 867,200 | +2.4% | 9.71% | +1.3% |
| Q3 2021 | $36,071,000 | -0.1% | 846,728 | +3.0% | 9.58% | -1.0% |
| Q2 2021 | $36,115,000 | +6.3% | 821,923 | +2.2% | 9.68% | -0.9% |
| Q1 2021 | $33,982,000 | +9.7% | 803,931 | -7.1% | 9.76% | +1.1% |
| Q4 2020 | $30,972,000 | +47.1% | 865,140 | +12.5% | 9.66% | +25.1% |
| Q3 2020 | $21,053,000 | +5.0% | 768,916 | +1.9% | 7.72% | -1.2% |
| Q2 2020 | $20,044,000 | +47.0% | 754,377 | +20.8% | 7.81% | +9.7% |
| Q1 2020 | $13,640,000 | -16.9% | 624,559 | +24.2% | 7.12% | -13.5% |
| Q4 2019 | $16,412,000 | +7.0% | 502,965 | +1.4% | 8.23% | +1.3% |
| Q3 2019 | $15,336,000 | +5.3% | 495,999 | +4.3% | 8.12% | +0.3% |
| Q2 2019 | $14,559,000 | +7.2% | 475,772 | +9.3% | 8.10% | +3.2% |
| Q1 2019 | $13,577,000 | +28.5% | 435,295 | +8.6% | 7.85% | +7.5% |
| Q4 2018 | $10,566,000 | – | 400,827 | – | 7.30% | – |
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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% |