SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,871,932 | -0.3% | 131,994 | +4.9% | 1.29% | -0.1% |
| Q2 2023 | $4,884,888 | +5.0% | 125,771 | +2.0% | 1.29% | -0.8% |
| Q1 2023 | $4,654,458 | +2.7% | 123,339 | +0.6% | 1.30% | -3.8% |
| Q4 2022 | $4,533,848 | +6.9% | 122,609 | -1.6% | 1.36% | -0.8% |
| Q3 2022 | $4,243,000 | -5.1% | 124,557 | +0.2% | 1.37% | -2.4% |
| Q2 2022 | $4,473,000 | -99.9% | 124,288 | +7.6% | 1.40% | +1.3% |
| Q1 2022 | $4,862,000,000 | +111901.8% | 115,532 | +16.7% | 1.38% | -13.2% |
| Q2 2021 | $4,341,000 | -6.5% | 99,007 | -9.9% | 1.59% | -11.8% |
| Q1 2021 | $4,645,000 | +10.2% | 109,899 | -6.7% | 1.80% | -0.7% |
| Q4 2020 | $4,215,000 | +55.4% | 117,749 | +18.8% | 1.82% | +25.1% |
| Q3 2020 | $2,713,000 | +5.3% | 99,097 | +2.2% | 1.45% | -36.0% |
| Q2 2020 | $2,576,000 | -5.9% | 96,935 | -22.7% | 2.27% | -22.4% |
| Q1 2020 | $2,737,000 | -6.0% | 125,340 | +40.5% | 2.92% | +4.1% |
| Q4 2019 | $2,911,000 | – | 89,226 | – | 2.81% | – |
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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% |