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 | $1,114,198 | -6.1% | 30,195 | -1.1% | 0.65% | +10.1% |
| Q2 2023 | $1,186,135 | +10.9% | 30,539 | +7.9% | 0.59% | -5.1% |
| Q1 2023 | $1,069,269 | +9.1% | 28,310 | +6.8% | 0.62% | +15.3% |
| Q4 2022 | $980,223 | +9.5% | 26,514 | +0.9% | 0.54% | -17.2% |
| Q3 2022 | $895,000 | 0.0% | 26,282 | +5.6% | 0.65% | +10.3% |
| Q2 2022 | $895,000 | -9.2% | 24,879 | +6.1% | 0.59% | -31.0% |
| Q1 2022 | $986,000 | +56.5% | 23,449 | +66.3% | 0.86% | +115.0% |
| Q4 2021 | $630,000 | +14.1% | 14,097 | +8.8% | 0.40% | -24.9% |
| Q3 2021 | $552,000 | +24.3% | 12,956 | +28.3% | 0.53% | +28.6% |
| Q2 2021 | $444,000 | +5.0% | 10,102 | +0.9% | 0.41% | -10.2% |
| Q1 2021 | $423,000 | +17.5% | 10,016 | -0.5% | 0.46% | +2.0% |
| Q4 2020 | $360,000 | – | 10,069 | – | 0.45% | – |
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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% |