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. | 467,765 | $16,830,000 | 11.39% |
WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |