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 | $1,044,012 | +5.2% | 28,293 | +10.7% | 0.64% | +9.8% |
| Q2 2023 | $992,476 | +7.4% | 25,553 | +4.4% | 0.58% | 0.0% |
| Q1 2023 | $924,027 | +21.0% | 24,465 | +18.4% | 0.58% | +13.0% |
| Q4 2022 | $763,684 | +84.0% | 20,657 | +69.4% | 0.52% | +73.7% |
| Q3 2022 | $415,000 | +65.3% | 12,192 | +73.9% | 0.30% | +70.7% |
| Q2 2022 | $251,000 | -15.5% | 7,010 | -0.6% | 0.17% | -1.1% |
| Q1 2022 | $297,000 | +13.8% | 7,052 | +20.6% | 0.18% | +9.3% |
| Q4 2021 | $261,000 | – | 5,847 | – | 0.16% | – |
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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% |