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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,930 | +81.0% | 242 | +90.6% | 0.00% | +100.0% |
| Q2 2023 | $4,933 | -13.5% | 127 | -15.9% | 0.00% | -33.3% |
| Q1 2023 | $5,703 | +94950.0% | 151 | -2.6% | 0.00% | 0.0% |
| Q4 2022 | $6 | -99.7% | 155 | +158.3% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -66.7% | 60 | -62.5% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -25.0% | 160 | -17.5% | 0.00% | -25.0% |
| Q1 2022 | $8,000 | -20.0% | 194 | -16.4% | 0.00% | -33.3% |
| Q4 2021 | $10,000 | -9.1% | 232 | -9.7% | 0.01% | -14.3% |
| Q3 2021 | $11,000 | -8.3% | 257 | -5.5% | 0.01% | -12.5% |
| Q2 2021 | $12,000 | -7.7% | 272 | -14.2% | 0.01% | -20.0% |
| Q1 2021 | $13,000 | -56.7% | 317 | -62.4% | 0.01% | -58.3% |
| Q4 2020 | $30,000 | – | 843 | – | 0.02% | – |
Download | ||||||
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% |