SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,018,549 | -2.7% | 54,703 | +2.4% | 0.59% | +0.7% |
| Q2 2023 | $2,074,561 | +6.0% | 53,413 | +3.1% | 0.59% | -1.8% |
| Q1 2023 | $1,957,657 | +4.7% | 51,831 | +2.5% | 0.60% | -4.9% |
| Q4 2022 | $1,869,092 | +12.3% | 50,557 | +3.4% | 0.63% | +5.2% |
| Q3 2022 | $1,665,000 | -2.4% | 48,887 | +3.1% | 0.60% | +2.4% |
| Q2 2022 | $1,706,000 | +31.9% | 47,405 | +54.2% | 0.58% | +62.4% |
| Q1 2022 | $1,293,000 | -2.4% | 30,738 | +3.7% | 0.36% | +6.5% |
| Q4 2021 | $1,325,000 | +11.7% | 29,652 | +6.5% | 0.34% | +5.3% |
| Q3 2021 | $1,186,000 | -1.7% | 27,833 | +1.4% | 0.32% | -0.9% |
| Q2 2021 | $1,206,000 | -0.2% | 27,448 | -1.1% | 0.32% | -3.9% |
| Q1 2021 | $1,209,000 | -4.1% | 27,742 | -21.2% | 0.34% | -14.3% |
| Q4 2020 | $1,261,000 | +30.7% | 35,226 | -0.0% | 0.39% | +13.0% |
| Q3 2020 | $965,000 | -0.2% | 35,228 | -3.2% | 0.35% | -2.8% |
| Q2 2020 | $967,000 | +59.0% | 36,393 | +30.6% | 0.36% | +14.8% |
| Q1 2020 | $608,000 | -32.5% | 27,856 | +0.9% | 0.31% | +11.5% |
| Q4 2019 | $901,000 | – | 27,600 | – | 0.28% | – |
Download | ||||||
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% |