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 | $452,894 | -1.3% | 12,274 | +3.9% | 0.32% | +1.6% |
| Q2 2023 | $458,777 | +2.8% | 11,812 | -0.1% | 0.32% | -0.9% |
| Q1 2023 | $446,365 | +0.3% | 11,818 | -1.8% | 0.32% | -3.6% |
| Q4 2022 | $444,909 | +17.7% | 12,034 | +8.5% | 0.33% | +7.1% |
| Q3 2022 | $378,000 | -11.3% | 11,094 | -6.2% | 0.31% | -20.2% |
| Q2 2022 | $426,000 | -71.3% | 11,828 | -66.5% | 0.39% | +17.1% |
| Q1 2022 | $1,484,000 | +40.8% | 35,279 | +49.6% | 0.33% | +13.6% |
| Q4 2021 | $1,054,000 | +41.7% | 23,589 | +35.0% | 0.29% | +24.6% |
| Q3 2021 | $744,000 | +63.2% | 17,470 | +68.2% | 0.24% | -30.2% |
| Q2 2021 | $456,000 | +4.8% | 10,384 | +0.8% | 0.34% | -5.1% |
| Q1 2021 | $435,000 | +6.4% | 10,299 | -9.9% | 0.36% | -1.7% |
| Q4 2020 | $409,000 | – | 11,427 | – | 0.36% | – |
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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% |