SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 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% | – |
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% |