SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,324 | -4.9% | 11,147 | +0.1% | 0.04% | -22.0% |
| Q2 2023 | $432,678 | +1.2% | 11,140 | -1.6% | 0.05% | -2.0% |
| Q1 2023 | $427,594 | +2.2% | 11,321 | +0.0% | 0.05% | -7.3% |
| Q4 2022 | $418,500 | +1.6% | 11,320 | -6.5% | 0.06% | -11.3% |
| Q3 2022 | $412,000 | -5.3% | 12,103 | 0.0% | 0.06% | -4.6% |
| Q2 2022 | $435,000 | -26.4% | 12,103 | -13.8% | 0.06% | -15.6% |
| Q1 2022 | $591,000 | -4.8% | 14,038 | +1.1% | 0.08% | -6.1% |
| Q4 2021 | $621,000 | +195.7% | 13,890 | +173525.0% | 0.08% | – |
| Q2 2020 | $210,000 | – | 8 | – | 0.00% | – |
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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% |