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 | $1,347,624 | -15.4% | 36,521 | -10.9% | 0.12% | -18.4% |
| Q2 2023 | $1,592,701 | +2.0% | 41,007 | -0.9% | 0.15% | -5.6% |
| Q1 2023 | $1,562,126 | -3.9% | 41,359 | -5.9% | 0.16% | -14.4% |
| Q4 2022 | $1,625,508 | +7.1% | 43,968 | -1.3% | 0.19% | +3.3% |
| Q3 2022 | $1,518,000 | -10.1% | 44,563 | -5.0% | 0.18% | -12.5% |
| Q2 2022 | $1,688,000 | -14.7% | 46,902 | -0.2% | 0.21% | -9.6% |
| Q1 2022 | $1,978,000 | -5.5% | 47,005 | +0.4% | 0.23% | -12.9% |
| Q4 2021 | $2,093,000 | -3.2% | 46,835 | -7.8% | 0.26% | -21.4% |
| Q3 2021 | $2,163,000 | -18.0% | 50,780 | -15.4% | 0.34% | -18.8% |
| Q2 2021 | $2,639,000 | -5.8% | 60,050 | -9.4% | 0.41% | -30.4% |
| Q1 2021 | $2,801,000 | +2.3% | 66,274 | -13.3% | 0.60% | -13.4% |
| Q4 2020 | $2,737,000 | +22.7% | 76,457 | -6.1% | 0.69% | -0.4% |
| Q3 2020 | $2,230,000 | -37.6% | 81,441 | -39.4% | 0.69% | -45.2% |
| Q2 2020 | $3,573,000 | +4.2% | 134,491 | -14.3% | 1.26% | -37.1% |
| Q1 2020 | $3,429,000 | +21331.2% | 156,993 | +29465.5% | 2.00% | +16583.3% |
| Q3 2019 | $16,000 | – | 531 | – | 0.01% | – |
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% |