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 | $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. | 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% |