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 | $2,250,302 | -3.5% | 60,984 | +1.6% | 0.89% | +2.9% |
| Q2 2023 | $2,331,837 | +1.6% | 60,037 | -1.2% | 0.87% | -7.6% |
| Q1 2023 | $2,294,602 | -3.0% | 60,752 | -5.0% | 0.94% | -9.0% |
| Q4 2022 | $2,365,046 | +14.9% | 63,972 | +5.8% | 1.03% | +10.4% |
| Q3 2022 | $2,059,000 | -18.0% | 60,445 | -13.4% | 0.94% | -14.3% |
| Q2 2022 | $2,511,000 | -37.9% | 69,778 | -27.4% | 1.09% | -25.8% |
| Q1 2022 | $4,046,000 | -7.8% | 96,176 | -2.0% | 1.47% | -6.4% |
| Q4 2021 | $4,387,000 | +11.3% | 98,167 | +6.1% | 1.57% | -0.6% |
| Q3 2021 | $3,943,000 | +1.1% | 92,550 | +4.2% | 1.58% | -2.0% |
| Q2 2021 | $3,901,000 | +12.3% | 88,783 | +8.1% | 1.62% | -0.7% |
| Q1 2021 | $3,473,000 | +31.4% | 82,153 | +11.2% | 1.63% | +18.0% |
| Q4 2020 | $2,644,000 | +35.0% | 73,863 | +3.2% | 1.38% | +8.6% |
| Q3 2020 | $1,959,000 | +13.9% | 71,565 | +10.6% | 1.27% | -0.9% |
| Q2 2020 | $1,720,000 | +87.2% | 64,722 | +53.8% | 1.28% | +52.5% |
| Q1 2020 | $919,000 | +98.9% | 42,094 | +197.5% | 0.84% | +132.0% |
| Q4 2019 | $462,000 | – | 14,150 | – | 0.36% | – |
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% |