SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,249 | -17.9% | 6,294 | -13.6% | 0.25% | -22.4% |
| Q2 2023 | $282,833 | +2.7% | 7,282 | -0.1% | 0.32% | -18.5% |
| Q1 2023 | $275,268 | +1.9% | 7,288 | -0.3% | 0.40% | +1.8% |
| Q4 2022 | $270,177 | +14.5% | 7,308 | +5.7% | 0.39% | +20.9% |
| Q3 2022 | $236,000 | -3.7% | 6,917 | +1.4% | 0.32% | +4.2% |
| Q2 2022 | $245,000 | -14.0% | 6,819 | +0.7% | 0.31% | +12.4% |
| Q1 2022 | $285,000 | -5.3% | 6,774 | +0.7% | 0.27% | +7.5% |
| Q4 2021 | $301,000 | +25.4% | 6,729 | +19.3% | 0.26% | +14.3% |
| Q3 2021 | $240,000 | +6.7% | 5,639 | +10.3% | 0.22% | +6.2% |
| Q2 2021 | $225,000 | – | 5,111 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |