SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 650 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,383 | -5.0% | 2,341 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $90,925 | +2.8% | 2,341 | 0.0% | 0.04% | -8.2% |
| Q1 2023 | $88,420 | +2.2% | 2,341 | 0.0% | 0.05% | -7.5% |
| Q4 2022 | $86,547 | +8.2% | 2,341 | 0.0% | 0.05% | +6.0% |
| Q3 2022 | $80,000 | -4.8% | 2,341 | 0.0% | 0.05% | +2.0% |
| Q2 2022 | $84,000 | -14.3% | 2,341 | 0.0% | 0.05% | +4.3% |
| Q1 2022 | $98,000 | -48.1% | 2,341 | -44.7% | 0.05% | -41.2% |
| Q4 2021 | $189,000 | +5.0% | 4,236 | +0.3% | 0.08% | -8.0% |
| Q3 2021 | $180,000 | -2.7% | 4,224 | +0.1% | 0.09% | -4.4% |
| Q2 2021 | $185,000 | – | 4,219 | – | 0.09% | – |
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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% |