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 | $28,252,152 | +3.2% | 765,635 | +8.7% | 1.17% | +2.1% |
| Q2 2023 | $27,363,253 | +67.0% | 704,504 | +62.4% | 1.15% | +50.1% |
| Q1 2023 | $16,381,629 | -27.6% | 433,713 | -29.1% | 0.76% | -33.9% |
| Q4 2022 | $22,619,231 | +18.6% | 611,823 | +9.3% | 1.16% | +8.2% |
| Q3 2022 | $19,073,000 | +73.2% | 560,001 | +83.0% | 1.07% | +76.5% |
| Q2 2022 | $11,013,000 | -8.6% | 306,082 | +7.1% | 0.60% | -13.9% |
| Q1 2022 | $12,050,000 | +6.1% | 285,890 | +12.3% | 0.70% | +0.1% |
| Q4 2021 | $11,358,000 | +12.6% | 254,616 | +7.5% | 0.70% | +1.0% |
| Q3 2021 | $10,086,000 | +57.3% | 236,770 | +62.0% | 0.70% | +46.6% |
| Q2 2021 | $6,410,000 | +38.8% | 146,117 | +33.8% | 0.47% | +6.8% |
| Q1 2021 | $4,617,000 | +548.5% | 109,235 | +449.1% | 0.44% | +500.0% |
| Q4 2020 | $712,000 | +54.8% | 19,892 | +18.1% | 0.07% | +32.1% |
| Q3 2020 | $460,000 | – | 16,837 | – | 0.06% | – |
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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% |