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 | $430,782 | -6.2% | 11,674 | -1.3% | 0.10% | -5.8% |
Q2 2023 | $459,176 | +0.2% | 11,822 | -2.5% | 0.10% | -5.5% |
Q1 2023 | $458,112 | -5.0% | 12,129 | -7.0% | 0.11% | -9.8% |
Q4 2022 | $482,348 | +9.4% | 13,047 | +0.7% | 0.12% | +8.0% |
Q3 2022 | $441,000 | -3.5% | 12,957 | +1.9% | 0.11% | -2.6% |
Q2 2022 | $457,000 | -13.3% | 12,715 | +1.5% | 0.12% | -4.9% |
Q1 2022 | $527,000 | -2.4% | 12,523 | +3.6% | 0.12% | +0.8% |
Q4 2021 | $540,000 | +11.6% | 12,085 | +6.3% | 0.12% | +2.5% |
Q3 2021 | $484,000 | +3.2% | 11,372 | +6.6% | 0.12% | -0.8% |
Q2 2021 | $469,000 | +1.7% | 10,668 | -2.1% | 0.12% | -8.5% |
Q1 2021 | $461,000 | +3.1% | 10,898 | -12.8% | 0.13% | -7.1% |
Q4 2020 | $447,000 | +19.8% | 12,495 | -8.3% | 0.14% | +6.9% |
Q3 2020 | $373,000 | +1.9% | 13,629 | -1.0% | 0.13% | -5.8% |
Q2 2020 | $366,000 | +34.1% | 13,766 | +15.3% | 0.14% | +18.8% |
Q1 2020 | $273,000 | -13.6% | 11,943 | +22.4% | 0.12% | -13.3% |
Q4 2019 | $316,000 | – | 9,760 | – | 0.14% | – |
Download |
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% |