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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |