SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,192,475 | +3.9% | 56,449 | +1.1% | 0.58% | +4.1% |
| Q1 2023 | $2,109,526 | +4.6% | 55,852 | +2.4% | 0.56% | +3.5% |
| Q4 2022 | $2,016,377 | +9.9% | 54,541 | +1.2% | 0.54% | +6.9% |
| Q3 2022 | $1,835,000 | -57.4% | 53,884 | -55.0% | 0.51% | -52.2% |
| Q2 2022 | $4,308,000 | +354.9% | 119,730 | +432.0% | 1.06% | +438.1% |
| Q1 2022 | $947,000 | +41.8% | 22,507 | +43.4% | 0.20% | +33.1% |
| Q3 2021 | $668,000 | -23.5% | 15,691 | -21.0% | 0.15% | -28.5% |
| Q2 2021 | $873,000 | +87200.0% | 19,861 | +0.2% | 0.21% | +20600.0% |
| Q1 2021 | $1,000 | -99.9% | 19,814 | -1.8% | 0.00% | -99.5% |
| Q4 2020 | $722,000 | +32.5% | 20,181 | +1.2% | 0.20% | +35.2% |
| Q3 2020 | $545,000 | +3.0% | 19,934 | +0.1% | 0.14% | -1.4% |
| Q2 2020 | $529,000 | +23.9% | 19,916 | +1.7% | 0.15% | +1.4% |
| Q1 2020 | $427,000 | +19.6% | 19,588 | +78.6% | 0.14% | +54.3% |
| Q4 2019 | $357,000 | – | 10,970 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |