SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,589,018 | +1.6% | 205,664 | +6.9% | 1.14% | -7.0% |
| Q2 2023 | $7,471,798 | +46.7% | 192,374 | +42.6% | 1.22% | -0.1% |
| Q1 2023 | $5,093,995 | +1.5% | 134,869 | -0.7% | 1.22% | -8.3% |
| Q4 2022 | $5,021,095 | +2.4% | 135,815 | -5.6% | 1.33% | -9.8% |
| Q3 2022 | $4,902,000 | +40.4% | 143,947 | +48.4% | 1.48% | +45.2% |
| Q2 2022 | $3,491,000 | -37.5% | 97,011 | -27.0% | 1.02% | -37.1% |
| Q1 2022 | $5,588,000 | +111.2% | 132,826 | +124.4% | 1.62% | +199.6% |
| Q4 2021 | $2,646,000 | +651.7% | 59,197 | +615.9% | 0.54% | +601.3% |
| Q3 2021 | $352,000 | -10.4% | 8,269 | -7.4% | 0.08% | -6.1% |
| Q2 2021 | $393,000 | +2.1% | 8,928 | -2.0% | 0.08% | -5.7% |
| Q1 2021 | $385,000 | +86.0% | 9,110 | +17.1% | 0.09% | -29.3% |
| Q2 2020 | $207,000 | – | 7,782 | – | 0.12% | – |
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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% |