SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,814,349 | -11.4% | 76,269 | -6.8% | 0.78% | -6.5% |
| Q2 2023 | $3,176,976 | +15.4% | 81,796 | +12.2% | 0.84% | +9.9% |
| Q1 2023 | $2,752,777 | -1.1% | 72,883 | -3.2% | 0.76% | -6.8% |
| Q4 2022 | $2,782,978 | +2.9% | 75,277 | -5.2% | 0.82% | -8.7% |
| Q3 2022 | $2,705,000 | -7.5% | 79,431 | -2.2% | 0.90% | -6.2% |
| Q2 2022 | $2,924,000 | -2.8% | 81,254 | +13.6% | 0.96% | +1.2% |
| Q1 2022 | $3,008,000 | -6.1% | 71,506 | -0.2% | 0.95% | -7.9% |
| Q4 2021 | $3,203,000 | +4.1% | 71,679 | -0.8% | 1.03% | -6.2% |
| Q3 2021 | $3,078,000 | -3.0% | 72,243 | +0.0% | 1.10% | -3.9% |
| Q2 2021 | $3,173,000 | -4.9% | 72,212 | -8.4% | 1.14% | -10.5% |
| Q1 2021 | $3,335,000 | +9.1% | 78,875 | -7.6% | 1.27% | +1.9% |
| Q4 2020 | $3,057,000 | +25.0% | 85,372 | -4.4% | 1.25% | +10.5% |
| Q3 2020 | $2,446,000 | +1.0% | 89,325 | -2.0% | 1.13% | -3.8% |
| Q2 2020 | $2,422,000 | +259.3% | 91,136 | +195.6% | 1.17% | +160.9% |
| Q1 2020 | $674,000 | – | 30,829 | – | 0.45% | – |
Download | ||||||
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% |