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 | $2,985,959 | -4.7% | 80,920 | +0.3% | 2.55% | -2.6% |
| Q2 2023 | $3,132,976 | +3.0% | 80,664 | +0.1% | 2.62% | +2.3% |
| Q1 2023 | $3,042,791 | +4.9% | 80,562 | +2.7% | 2.56% | +0.8% |
| Q4 2022 | $2,900,249 | +75.2% | 78,449 | +54.7% | 2.54% | +79.4% |
| Q4 2019 | $1,655,000 | +8.8% | 50,712 | +0.0% | 1.41% | +9.3% |
| Q3 2019 | $1,521,000 | -2.1% | 50,707 | +4.8% | 1.29% | -5.5% |
| Q2 2019 | $1,553,000 | +7.7% | 48,363 | +1.4% | 1.37% | -13.6% |
| Q1 2019 | $1,442,000 | +18.4% | 47,697 | +3.7% | 1.58% | -11.3% |
| Q4 2018 | $1,218,000 | – | 46,013 | – | 1.79% | – |
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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% |