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 | $771,323 | -1.6% | 21,624 | +9.4% | 0.34% | -0.3% |
| Q2 2023 | $784,035 | +114525.0% | 19,774 | +43.8% | 0.34% | +20.4% |
| Q1 2023 | $684 | +34.1% | 13,750 | 0.0% | 0.28% | +18.2% |
| Q4 2022 | $510 | -99.9% | 13,750 | +11.9% | 0.24% | +14.0% |
| Q3 2022 | $429,000 | +15.0% | 12,292 | +18.7% | 0.21% | +13.7% |
| Q2 2022 | $373,000 | -11.0% | 10,353 | +4.0% | 0.18% | +4.6% |
| Q1 2022 | $419,000 | – | 9,955 | – | 0.17% | – |
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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% |