SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $217,543 | +2.3% | 5,601 | -0.5% | 0.11% | -4.2% |
| Q1 2023 | $212,607 | +5.2% | 5,629 | +3.0% | 0.12% | -2.5% |
| Q4 2022 | $202,078 | -41.9% | 5,466 | -46.5% | 0.12% | -46.3% |
| Q3 2022 | $348,000 | -20.9% | 10,209 | -2.5% | 0.23% | -5.4% |
| Q1 2022 | $440,000 | +0.5% | 10,468 | +6.8% | 0.24% | +3.0% |
| Q4 2021 | $438,000 | +1.6% | 9,804 | -3.2% | 0.23% | -6.8% |
| Q3 2021 | $431,000 | -36.4% | 10,126 | -34.4% | 0.25% | -37.3% |
| Q2 2021 | $678,000 | +2.3% | 15,432 | -1.6% | 0.40% | -12.1% |
| Q1 2021 | $663,000 | +2.5% | 15,689 | -6.2% | 0.45% | -4.0% |
| Q4 2020 | $647,000 | – | 16,729 | – | 0.47% | – |
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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% |