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 | $807 | +209.2% | 21,864 | +225.5% | 0.29% | +196.9% |
| Q2 2023 | $261 | +81.2% | 6,718 | +76.7% | 0.10% | +83.0% |
| Q1 2023 | $144 | -29.1% | 3,801 | -30.7% | 0.05% | -34.6% |
| Q4 2022 | $203 | -99.9% | 5,482 | -2.1% | 0.08% | -9.0% |
| Q3 2022 | $191,000 | -14.3% | 5,601 | -9.7% | 0.09% | -7.3% |
| Q2 2022 | $223,000 | -20.4% | 6,200 | -6.8% | 0.10% | -5.0% |
| Q1 2022 | $280,000 | -9.1% | 6,649 | -3.6% | 0.10% | -5.6% |
| Q4 2021 | $308,000 | -4.0% | 6,897 | -8.6% | 0.11% | -14.4% |
| Q3 2021 | $321,000 | +124.5% | 7,546 | +132.5% | 0.12% | +115.5% |
| Q2 2021 | $143,000 | +70.2% | 3,246 | +63.6% | 0.06% | +34.9% |
| Q1 2021 | $84,000 | – | 1,984 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |