SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,067 | -5.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,176 | +2.8% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,116 | +2.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,070 | +3.5% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -33.3% | 56 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $3,000 | +50.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 56 | -26.3% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -98.8% | 76 | -98.5% | 0.00% | -98.9% |
| Q4 2019 | $168,000 | +31.2% | 5,130 | +20.2% | 0.09% | +22.7% |
| Q3 2019 | $128,000 | -2.3% | 4,269 | +0.2% | 0.08% | -5.1% |
| Q2 2019 | $131,000 | -56.2% | 4,259 | -56.9% | 0.08% | -57.1% |
| Q1 2019 | $299,000 | +17.7% | 9,892 | +2.6% | 0.18% | -1.6% |
| Q4 2018 | $254,000 | – | 9,638 | – | 0.19% | – |
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% |