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% | – |
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% |