SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,532,346 | +1.5% | 204,128 | +6.9% | 0.64% | +0.5% |
| Q2 2023 | $7,418,511 | +58.5% | 191,002 | +54.2% | 0.63% | +45.2% |
| Q1 2023 | $4,679,864 | +69.4% | 123,904 | +65.8% | 0.44% | +54.6% |
| Q4 2022 | $2,763,112 | -34.0% | 74,739 | -39.2% | 0.28% | +17.5% |
| Q3 2022 | $4,185,000 | +46.3% | 122,949 | +54.7% | 0.24% | +46.3% |
| Q2 2022 | $2,861,000 | +29.9% | 79,492 | +51.8% | 0.16% | +53.3% |
| Q1 2022 | $2,203,000 | -25.1% | 52,367 | -20.5% | 0.11% | -63.1% |
| Q4 2021 | $2,941,000 | +77.1% | 65,883 | +74.3% | 0.29% | +69.6% |
| Q2 2021 | $1,661,000 | +60.9% | 37,789 | +54.7% | 0.17% | +23.0% |
| Q1 2021 | $1,032,000 | +301.6% | 24,425 | +240.3% | 0.14% | +265.8% |
| Q4 2020 | $257,000 | – | 7,177 | – | 0.04% | – |
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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% |