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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,072 | -30.4% | 800 | -32.3% | 0.01% | -46.2% |
| Q1 2023 | $44,646 | -74.7% | 1,182 | -75.3% | 0.01% | -75.5% |
| Q4 2022 | $176,792 | +882.2% | 4,782 | +837.6% | 0.05% | +960.0% |
| Q2 2022 | $18,000 | +800.0% | 510 | +880.8% | 0.01% | +400.0% |
| Q1 2022 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $2,000 | -33.3% | 52 | -23.5% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | -25.0% | 68 | -18.1% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | +33.3% | 83 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $3,000 | – | 83 | – | 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% |