SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565,793 | -4.9% | 15,333 | +0.1% | 0.14% | -4.2% |
| Q2 2023 | $594,819 | +7.6% | 15,315 | +1.9% | 0.14% | +2.9% |
| Q1 2023 | $552,674 | -0.3% | 15,035 | +0.3% | 0.14% | -19.5% |
| Q4 2022 | $554,283 | +8.9% | 14,993 | +0.3% | 0.17% | -1.7% |
| Q3 2022 | $509,000 | -5.0% | 14,947 | +0.3% | 0.18% | -1.7% |
| Q2 2022 | $536,000 | -14.2% | 14,901 | +0.3% | 0.18% | -15.1% |
| Q1 2022 | $625,000 | -5.7% | 14,851 | +0.1% | 0.21% | +1.4% |
| Q4 2021 | $663,000 | +32.3% | 14,834 | +26.1% | 0.21% | +22.2% |
| Q3 2021 | $501,000 | -2.3% | 11,768 | +0.7% | 0.17% | -5.0% |
| Q2 2021 | $513,000 | +15.3% | 11,684 | +11.0% | 0.18% | +10.4% |
| Q1 2021 | $445,000 | +55.6% | 10,524 | +31.6% | 0.16% | +55.2% |
| Q4 2020 | $286,000 | +30.6% | 7,994 | -0.3% | 0.10% | +23.5% |
| Q3 2020 | $219,000 | +5.3% | 8,015 | +25.9% | 0.08% | -37.0% |
| Q4 2019 | $208,000 | – | 6,364 | – | 0.14% | – |
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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% |