SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37 | -5.1% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $39 | +2.6% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $38 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $130,578 | +20.9% | 3,532 | +11.0% | 0.08% | +15.4% |
| Q3 2022 | $108,000 | +9.1% | 3,182 | +16.1% | 0.06% | +10.2% |
| Q2 2022 | $99,000 | -48.2% | 2,740 | -39.6% | 0.06% | -45.4% |
| Q1 2022 | $191,000 | -5.9% | 4,537 | -0.2% | 0.11% | -6.1% |
| Q4 2021 | $203,000 | +8.0% | 4,544 | +2.9% | 0.12% | -5.7% |
| Q3 2021 | $188,000 | -0.5% | 4,414 | +2.5% | 0.12% | -0.8% |
| Q2 2021 | $189,000 | -27.3% | 4,307 | -30.1% | 0.12% | -35.9% |
| Q1 2021 | $260,000 | -24.2% | 6,162 | -35.7% | 0.19% | -23.8% |
| Q4 2020 | $343,000 | +29.4% | 9,579 | -1.1% | 0.25% | +21.2% |
| Q3 2020 | $265,000 | +194.4% | 9,689 | +189.5% | 0.21% | +235.5% |
| Q2 2020 | $90,000 | -17.4% | 3,347 | -32.8% | 0.06% | -34.0% |
| Q1 2020 | $109,000 | – | 4,983 | – | 0.09% | – |
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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% |