SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
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. | 463,431 | $19,497,000 | 11.61% |
WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |