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 | $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% |