SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 650 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,195 | -5.0% | 7,566 | +0.0% | 0.03% | -10.3% |
| Q2 2023 | $293,813 | +2.9% | 7,565 | +0.0% | 0.03% | -6.5% |
| Q1 2023 | $285,618 | +2.2% | 7,562 | 0.0% | 0.03% | -6.1% |
| Q4 2022 | $279,559 | +8.4% | 7,562 | +0.0% | 0.03% | 0.0% |
| Q3 2022 | $258,000 | -5.1% | 7,560 | +0.0% | 0.03% | -5.7% |
| Q2 2022 | $272,000 | -14.5% | 7,558 | +0.0% | 0.04% | +12.9% |
| Q1 2022 | $318,000 | -5.9% | 7,557 | +0.0% | 0.03% | -11.4% |
| Q4 2021 | $338,000 | +11.9% | 7,556 | +6.5% | 0.04% | -5.4% |
| Q3 2021 | $302,000 | -3.2% | 7,095 | +0.0% | 0.04% | -9.8% |
| Q2 2021 | $312,000 | +4.0% | 7,093 | 0.0% | 0.04% | -10.9% |
| Q1 2021 | $300,000 | +19.0% | 7,093 | +0.8% | 0.05% | +4.5% |
| Q4 2020 | $252,000 | – | 7,037 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |