SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,608,830 | +27.5% | 38,142 | +11.6% | 0.76% | +1.3% |
| Q3 2023 | $1,261,611 | -27.8% | 34,190 | -24.0% | 0.75% | -31.9% |
| Q2 2023 | $1,746,751 | +8.9% | 44,973 | +5.9% | 1.10% | -1.3% |
| Q1 2023 | $1,604,470 | +6.0% | 42,480 | +3.8% | 1.11% | -9.8% |
| Q4 2022 | $1,512,997 | +11.2% | 40,925 | +2.5% | 1.23% | +19.8% |
| Q3 2022 | $1,360,000 | +1072.4% | 39,939 | +845.1% | 1.03% | +808.8% |
| Q3 2020 | $116,000 | – | 4,226 | – | 0.11% | – |
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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% |