SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,670,785 | -66.0% | 72,379 | -64.3% | 1.23% | -64.6% |
Q2 2023 | $7,865,857 | +53.9% | 202,519 | +49.6% | 3.46% | +34.4% |
Q1 2023 | $5,111,660 | -4.8% | 135,337 | -6.8% | 2.58% | -1.3% |
Q4 2022 | $5,368,589 | +1.2% | 145,215 | +1.5% | 2.61% | -1.4% |
Q3 2022 | $5,304,000 | -2.0% | 143,015 | +4.7% | 2.65% | -3.5% |
Q2 2022 | $5,413,000 | +314.8% | 136,651 | +306.3% | 2.74% | +287.2% |
Q1 2022 | $1,305,000 | – | 33,636 | – | 0.71% | – |
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% |