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 | $812 | -4.9% | 22 | 0.0% | 0.00% | – |
| Q2 2023 | $854 | -14.6% | 22 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -87.5% | 22 | -88.9% | 0.00% | -100.0% |
| Q1 2022 | $8,000 | -11.1% | 198 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $9,000 | +12.5% | 198 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | -11.1% | 198 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | -25.0% | 198 | -31.7% | 0.00% | -25.0% |
| Q1 2021 | $12,000 | +9.1% | 290 | -3.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | -15.4% | 299 | -36.8% | 0.00% | -33.3% |
| Q3 2020 | $13,000 | -56.7% | 473 | -57.5% | 0.01% | -53.8% |
| Q2 2020 | $30,000 | -98.5% | 1,114 | -98.7% | 0.01% | -98.7% |
| Q1 2020 | $1,944,000 | -35.4% | 89,032 | -3.5% | 0.98% | -23.0% |
| Q4 2019 | $3,011,000 | +8.3% | 92,285 | -0.4% | 1.27% | +0.2% |
| Q3 2019 | $2,780,000 | -0.7% | 92,676 | +1.4% | 1.27% | -6.3% |
| Q2 2019 | $2,801,000 | +5.5% | 91,422 | +4.0% | 1.36% | -1.7% |
| Q1 2019 | $2,656,000 | +60.4% | 87,868 | +39.9% | 1.38% | +43.0% |
| Q4 2018 | $1,656,000 | – | 62,828 | – | 0.96% | – |
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% |