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 | $1,683 | -4.7% | 45,586 | +0.2% | 1.28% | -1.5% |
| Q2 2023 | $1,766 | +5.1% | 45,473 | +2.2% | 1.30% | -0.9% |
| Q1 2023 | $1,680 | +3.3% | 44,473 | +1.1% | 1.31% | -7.6% |
| Q4 2022 | $1,627 | -99.9% | 44,004 | +12.2% | 1.41% | +9.4% |
| Q3 2022 | $1,336,000 | +4.5% | 39,214 | +10.4% | 1.29% | +3.8% |
| Q2 2022 | $1,278,000 | -20.2% | 35,518 | -6.7% | 1.25% | -13.4% |
| Q1 2022 | $1,601,000 | -31.2% | 38,063 | -26.9% | 1.44% | -27.3% |
| Q4 2021 | $2,327,000 | +9.5% | 52,067 | +4.3% | 1.98% | +0.6% |
| Q3 2021 | $2,126,000 | -16.4% | 49,905 | -13.8% | 1.97% | -19.5% |
| Q2 2021 | $2,544,000 | – | 57,897 | – | 2.44% | – |
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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% |