SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $496,658 | +19.8% | 13,460 | +26.1% | 0.07% | +16.9% |
| Q2 2023 | $414,456 | +19.3% | 10,671 | +16.0% | 0.06% | +9.3% |
| Q1 2023 | $347,417 | +15.1% | 9,198 | +12.6% | 0.05% | -5.3% |
| Q4 2022 | $301,961 | +9.8% | 8,168 | +1.3% | 0.06% | +9.6% |
| Q3 2022 | $275,000 | +3.8% | 8,064 | +8.9% | 0.05% | 0.0% |
| Q2 2022 | $265,000 | -15.9% | 7,403 | -9.2% | 0.05% | +6.1% |
| Q1 2022 | $315,000 | +1.3% | 8,154 | -42.8% | 0.05% | -50.0% |
| Q1 2020 | $311,000 | -69.4% | 14,245 | -54.3% | 0.10% | -70.6% |
| Q4 2019 | $1,017,000 | – | 31,167 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |