SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $615,091 | -24.6% | 16,669 | -20.7% | 0.20% | -32.4% |
| Q2 2023 | $816,297 | +79.3% | 21,017 | +74.3% | 0.29% | +181.7% |
| Q1 2023 | $455,304 | +23.1% | 12,055 | +20.5% | 0.10% | +33.3% |
| Q4 2022 | $369,798 | +41.7% | 10,003 | +30.4% | 0.08% | +9.9% |
| Q3 2022 | $261,000 | +166.3% | 7,672 | +228.8% | 0.07% | +184.0% |
| Q1 2022 | $98,000 | -100.0% | 2,333 | -71.1% | 0.02% | -71.9% |
| Q4 2021 | $360,469,000 | +98658.6% | 8,066 | -5.9% | 0.09% | -51.1% |
| Q3 2021 | $365,000 | -6.2% | 8,571 | -3.2% | 0.18% | -41.5% |
| Q2 2021 | $389,000 | -9.5% | 8,851 | -26.4% | 0.31% | -8.5% |
| Q3 2020 | $430,000 | +4.4% | 12,019 | -22.4% | 0.34% | +29.8% |
| Q2 2020 | $412,000 | -39.4% | 15,489 | -25.6% | 0.26% | -51.5% |
| Q4 2019 | $680,000 | – | 20,826 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |