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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,344 | +1.9% | 17,787 | +7.3% | 0.44% | +4.3% |
| Q2 2023 | $644,124 | -0.4% | 16,584 | -3.1% | 0.42% | +4.0% |
| Q1 2023 | $646,607 | +9.6% | 17,120 | +7.3% | 0.40% | +3.6% |
| Q4 2022 | $590,044 | +19.2% | 15,960 | +9.8% | 0.39% | -1.0% |
| Q3 2022 | $495,000 | +1.4% | 14,529 | +7.1% | 0.39% | -6.4% |
| Q2 2022 | $488,000 | -9.6% | 13,560 | +5.6% | 0.42% | -3.0% |
| Q1 2022 | $540,000 | +2.7% | 12,835 | +9.0% | 0.43% | +4.3% |
| Q4 2021 | $526,000 | – | 11,773 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |