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 | $6,176,170 | +26.8% | 167,376 | +33.4% | 1.50% | +28.6% |
| Q2 2023 | $4,871,977 | +6.0% | 125,437 | +3.1% | 1.17% | +0.7% |
| Q1 2023 | $4,594,913 | -2.7% | 121,655 | -4.7% | 1.16% | -8.4% |
| Q4 2022 | $4,720,318 | +31.3% | 127,680 | +21.0% | 1.26% | +12.9% |
| Q3 2022 | $3,594,000 | -53.6% | 105,507 | -51.0% | 1.12% | -57.6% |
| Q2 2022 | $7,746,000 | -12.4% | 215,279 | +2.4% | 2.64% | -6.5% |
| Q1 2022 | $8,842,000 | – | 210,163 | – | 2.82% | – |
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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% |