SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,214,522 | -1.4% | 32,914 | +3.8% | 0.04% | -8.3% |
| Q2 2023 | $1,231,930 | +8.4% | 31,718 | +5.4% | 0.05% | 0.0% |
| Q1 2023 | $1,136,145 | +1.6% | 30,081 | -0.6% | 0.05% | -2.0% |
| Q4 2022 | $1,118,536 | +8.6% | 30,255 | +0.1% | 0.05% | 0.0% |
| Q3 2022 | $1,030,000 | -13.6% | 30,233 | -8.7% | 0.05% | -14.0% |
| Q2 2022 | $1,192,000 | +0.5% | 33,121 | +24.8% | 0.06% | +16.3% |
| Q4 2021 | $1,186,000 | +7.5% | 26,539 | +2.5% | 0.05% | -5.8% |
| Q3 2021 | $1,103,000 | -6.8% | 25,903 | -3.2% | 0.05% | -10.3% |
| Q2 2021 | $1,184,000 | +12.9% | 26,769 | +9.4% | 0.06% | -3.3% |
| Q1 2021 | $1,049,000 | +10.3% | 24,479 | -7.8% | 0.06% | -13.0% |
| Q4 2020 | $951,000 | +38.4% | 26,551 | +5.8% | 0.07% | +11.3% |
| Q3 2020 | $687,000 | +7.7% | 25,084 | +4.5% | 0.06% | -3.1% |
| Q2 2020 | $638,000 | +50.1% | 23,997 | +23.2% | 0.06% | +12.3% |
| Q1 2020 | $425,000 | +4.2% | 19,471 | +55.9% | 0.06% | +11.8% |
| Q4 2019 | $408,000 | -20.0% | 12,490 | -26.6% | 0.05% | -36.2% |
| Q3 2019 | $510,000 | -5.2% | 17,006 | -3.1% | 0.08% | -11.1% |
| Q2 2019 | $538,000 | +60.6% | 17,551 | +58.3% | 0.09% | +76.5% |
| Q1 2019 | $335,000 | -5.6% | 11,089 | -17.6% | 0.05% | -33.8% |
| Q4 2018 | $355,000 | +41.4% | 13,464 | +78.3% | 0.08% | +51.0% |
| Q3 2018 | $251,000 | – | 7,551 | – | 0.05% | – |
Download | ||||||
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% |