SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699,661 | -9.9% | 18,961 | -5.1% | 0.62% | -2.1% |
| Q2 2023 | $776,140 | -9.6% | 19,983 | -12.1% | 0.63% | -23.5% |
| Q1 2023 | $858,928 | -14.5% | 22,741 | -16.4% | 0.83% | -20.3% |
| Q4 2022 | $1,005,066 | +7.8% | 27,186 | -0.6% | 1.04% | +15.9% |
| Q3 2022 | $932,000 | -28.5% | 27,357 | -24.5% | 0.90% | -35.9% |
| Q2 2022 | $1,304,000 | -16.6% | 36,231 | -2.5% | 1.40% | +9.9% |
| Q1 2022 | $1,563,000 | -6.2% | 37,145 | -0.4% | 1.27% | -13.0% |
| Q4 2021 | $1,666,000 | +4.9% | 37,288 | 0.0% | 1.46% | +11.7% |
| Q3 2021 | $1,588,000 | -3.1% | 37,288 | 0.0% | 1.31% | -4.2% |
| Q2 2021 | $1,638,000 | +3.1% | 37,288 | -0.8% | 1.36% | -2.8% |
| Q1 2021 | $1,589,000 | -60.1% | 37,594 | -66.2% | 1.40% | -60.2% |
| Q4 2020 | $3,983,000 | – | 111,243 | – | 3.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |