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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $347,899 | -52.3% | 8,957 | -53.6% | 0.02% | -53.8% |
| Q1 2023 | $729,024 | -55.8% | 19,302 | -56.7% | 0.04% | -61.0% |
| Q4 2022 | $1,647,859 | -63.6% | 44,573 | -66.5% | 0.10% | -68.2% |
| Q3 2022 | $4,527,000 | -66.2% | 132,904 | -64.3% | 0.31% | -68.9% |
| Q2 2022 | $13,387,000 | +115.0% | 372,064 | +167.0% | 1.01% | +104.0% |
| Q4 2021 | $6,227,000 | +17197.2% | 139,330 | +16447.5% | 0.50% | +16400.0% |
| Q3 2021 | $36,000 | -34.5% | 842 | -32.7% | 0.00% | -40.0% |
| Q2 2021 | $55,000 | -88.8% | 1,251 | -89.2% | 0.01% | -88.6% |
| Q1 2021 | $490,000 | -64.7% | 11,584 | -70.2% | 0.04% | -67.2% |
| Q4 2020 | $1,389,000 | +1.0% | 38,812 | -22.7% | 0.13% | -9.5% |
| Q3 2020 | $1,375,000 | +1.0% | 50,213 | -2.0% | 0.15% | -17.3% |
| Q2 2020 | $1,362,000 | +35.3% | 51,255 | +11.1% | 0.18% | +9.1% |
| Q1 2020 | $1,007,000 | -0.1% | 46,114 | +49.3% | 0.16% | -6.8% |
| Q4 2019 | $1,008,000 | -2.4% | 30,889 | -10.3% | 0.18% | +5.4% |
| Q3 2019 | $1,033,000 | +11.6% | 34,429 | +13.9% | 0.17% | +13.6% |
| Q2 2019 | $926,000 | +16.8% | 30,221 | +15.2% | 0.15% | +5.0% |
| Q1 2019 | $793,000 | +28.3% | 26,241 | +11.8% | 0.14% | +7.7% |
| Q4 2018 | $618,000 | -14.3% | 23,462 | +8.1% | 0.13% | -45.4% |
| Q3 2018 | $721,000 | +5.4% | 21,702 | -0.3% | 0.24% | +47.8% |
| Q2 2018 | $684,000 | – | 21,767 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 463,431 | $19,497,000 | 11.61% |
| WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
| Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
| Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
| Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
| Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
| Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
| McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
| Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |