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 | ||||
|---|---|---|---|---|---|---|
| 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. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |