SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,032 | +1.1% | 2,467 | +6.4% | 0.05% | +4.5% |
| Q2 2023 | $90,070 | +2.8% | 2,319 | 0.0% | 0.04% | -6.4% |
| Q1 2023 | $87,589 | +5.3% | 2,319 | +3.0% | 0.05% | -2.1% |
| Q4 2022 | $83,219 | +1088.8% | 2,251 | +1025.5% | 0.05% | +1100.0% |
| Q3 2022 | $7,000 | +40.0% | 200 | +83.5% | 0.00% | +100.0% |
| Q1 2022 | $5,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | -16.7% | 109 | -22.1% | 0.00% | -50.0% |
| Q3 2021 | $6,000 | -14.3% | 140 | -8.5% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | +16.7% | 153 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 153 | -1.9% | 0.00% | -20.0% |
| Q4 2020 | $6,000 | +50.0% | 156 | +6.8% | 0.01% | +25.0% |
| Q3 2020 | $4,000 | – | 146 | – | 0.00% | – |
Download | ||||||
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% |