SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,456,979 | +1.3% | 229,186 | +6.7% | 0.44% | -0.5% |
| Q2 2023 | $8,344,582 | +11.6% | 214,845 | +8.6% | 0.44% | -3.7% |
| Q1 2023 | $7,474,667 | +22.1% | 197,900 | +19.5% | 0.45% | +22.4% |
| Q4 2022 | $6,120,346 | +20.7% | 165,549 | +11.2% | 0.37% | +6.3% |
| Q3 2022 | $5,070,000 | -6.5% | 148,883 | -0.3% | 0.35% | +30.2% |
| Q2 2022 | $5,422,000 | -3.7% | 149,308 | +11.5% | 0.27% | +10.7% |
| Q1 2022 | $5,632,000 | +14.3% | 133,882 | +21.4% | 0.24% | +28.7% |
| Q4 2021 | $4,929,000 | +14.4% | 110,310 | +11.0% | 0.19% | +13.9% |
| Q3 2021 | $4,310,000 | +8.0% | 99,348 | +9.0% | 0.16% | +5.8% |
| Q2 2021 | $3,989,000 | -49.7% | 91,146 | -50.6% | 0.16% | -29.4% |
| Q1 2021 | $7,935,000 | +109.4% | 184,377 | -2.8% | 0.22% | +45.4% |
| Q4 2020 | $3,789,000 | +148.3% | 189,722 | +231.9% | 0.15% | +92.4% |
| Q3 2020 | $1,526,000 | +18.8% | 57,159 | +11.8% | 0.08% | +11.3% |
| Q2 2020 | $1,285,000 | +61.6% | 51,106 | +37.5% | 0.07% | +34.0% |
| Q1 2020 | $795,000 | -15.5% | 37,181 | +28.9% | 0.05% | +6.0% |
| Q4 2019 | $941,000 | +15.2% | 28,841 | +5.5% | 0.05% | +2.0% |
| Q3 2019 | $817,000 | +1.0% | 27,340 | +3.4% | 0.05% | -2.0% |
| Q2 2019 | $809,000 | -4.6% | 26,432 | -5.8% | 0.05% | -10.7% |
| Q1 2019 | $848,000 | +395.9% | 28,073 | +328.2% | 0.06% | +330.8% |
| Q4 2018 | $171,000 | -1.2% | 6,556 | +25.5% | 0.01% | +8.3% |
| Q3 2018 | $173,000 | +565.4% | 5,222 | +542.3% | 0.01% | +500.0% |
| Q2 2018 | $26,000 | +18.2% | 813 | +6.1% | 0.00% | 0.0% |
| Q1 2018 | $22,000 | +22.2% | 766 | +24.8% | 0.00% | 0.0% |
| Q4 2017 | $18,000 | – | 614 | – | 0.00% | – |
Download | ||||||
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% |