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 2023 | $137,069 | +27.5% | 3,714 | +34.2% | 0.13% | +30.9% |
| Q2 2023 | $107,511 | -8.1% | 2,768 | -10.7% | 0.10% | -6.7% |
| Q1 2023 | $117,049 | +183.4% | 3,099 | +177.4% | 0.10% | +160.0% |
| Q4 2022 | $41,295 | -57.9% | 1,117 | -61.3% | 0.04% | -57.4% |
| Q3 2022 | $98,000 | -99.9% | 2,888 | -66.9% | 0.09% | -30.4% |
| Q2 2022 | $169,572,000 | +38091.9% | 8,714 | -17.6% | 0.14% | -51.1% |
| Q1 2022 | $444,000 | -86.5% | 10,572 | -92.8% | 0.28% | +961.5% |
| Q4 2021 | $3,281,000 | +2966.4% | 146,627 | +5894.6% | 0.03% | -44.7% |
| Q2 2021 | $107,000 | – | 2,446 | – | 0.05% | – |
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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% |