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 | $644,063 | -12.8% | 17,955 | -4.9% | 0.21% | -17.1% |
| Q2 2023 | $738,476 | -5.7% | 18,882 | -10.7% | 0.26% | -18.4% |
| Q1 2023 | $783,346 | +1.6% | 21,143 | +2.5% | 0.32% | -8.2% |
| Q4 2022 | $771,067 | +2.1% | 20,633 | -1.0% | 0.34% | -8.0% |
| Q3 2022 | $755,000 | -2.3% | 20,833 | -2.1% | 0.37% | -9.2% |
| Q2 2022 | $773,000 | -15.1% | 21,270 | -0.9% | 0.41% | -11.0% |
| Q1 2022 | $910,000 | -5.9% | 21,466 | +1.0% | 0.46% | +4.3% |
| Q4 2021 | $967,000 | -2.4% | 21,254 | -7.3% | 0.44% | -11.8% |
| Q3 2021 | $991,000 | +5.3% | 22,928 | +6.6% | 0.50% | +4.8% |
| Q2 2021 | $941,000 | +28.0% | 21,509 | +27.3% | 0.48% | +25.7% |
| Q1 2021 | $735,000 | +18.7% | 16,896 | +7.3% | 0.38% | 0.0% |
| Q4 2020 | $619,000 | – | 15,741 | – | 0.38% | – |
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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% |