SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,060,754 | +5.6% | 55,847 | +11.2% | 1.03% | +12.9% |
| Q2 2023 | $1,950,584 | +34.9% | 50,221 | +31.2% | 0.91% | +32.5% |
| Q1 2023 | $1,446,138 | +59.0% | 38,288 | +55.6% | 0.69% | +54.7% |
| Q4 2022 | $909,721 | +46.5% | 24,607 | +35.0% | 0.45% | +40.7% |
| Q3 2022 | $621,000 | +3.3% | 18,221 | +9.1% | 0.32% | +5.3% |
| Q2 2022 | $601,000 | +6.0% | 16,704 | +23.8% | 0.30% | +14.9% |
| Q1 2022 | $567,000 | +33.7% | 13,489 | +42.0% | 0.26% | +52.3% |
| Q4 2021 | $424,000 | +45.2% | 9,496 | +38.4% | 0.17% | +35.4% |
| Q3 2021 | $292,000 | – | 6,860 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |