SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,373 | -14.9% | 9,170 | -10.5% | 0.19% | -17.9% |
| Q2 2023 | $397,760 | +7.0% | 10,241 | +4.1% | 0.23% | +1.3% |
| Q1 2023 | $371,619 | +3.6% | 9,839 | +1.4% | 0.23% | -3.4% |
| Q4 2022 | $358,831 | +12.5% | 9,706 | +3.6% | 0.23% | +1.3% |
| Q3 2022 | $319,000 | +0.9% | 9,373 | +6.5% | 0.23% | +7.4% |
| Q2 2022 | $316,000 | -3.7% | 8,798 | +12.7% | 0.22% | +16.2% |
| Q1 2022 | $328,000 | +0.3% | 7,809 | +6.7% | 0.18% | +16.4% |
| Q4 2021 | $327,000 | – | 7,322 | – | 0.16% | – |
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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% |