SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,389,629 | -34.6% | 37,659 | -31.2% | 0.02% | -26.1% |
| Q2 2023 | $2,125,627 | +56.0% | 54,728 | +51.7% | 0.02% | +35.3% |
| Q1 2023 | $1,362,635 | +54.6% | 36,077 | +51.3% | 0.02% | -45.2% |
| Q4 2022 | $881,367 | +11.6% | 23,840 | +2.8% | 0.03% | 0.0% |
| Q3 2022 | $790,000 | +20.8% | 23,187 | +27.6% | 0.03% | +19.2% |
| Q2 2022 | $654,000 | -13.7% | 18,171 | +0.8% | 0.03% | -3.7% |
| Q1 2022 | $758,000 | +59.6% | 18,025 | +69.4% | 0.03% | +68.8% |
| Q4 2021 | $475,000 | +117.9% | 10,639 | +107.8% | 0.02% | +100.0% |
| Q3 2021 | $218,000 | +10800.0% | 5,120 | +8027.0% | 0.01% | – |
| Q2 2020 | $2,000 | 0.0% | 63 | -27.6% | 0.00% | – |
| Q1 2020 | $2,000 | +100.0% | 87 | +278.3% | 0.00% | – |
| Q4 2019 | $1,000 | – | 23 | – | 0.00% | – |
Download | ||||||
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% |