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 | $654,120 | -9.0% | 17,727 | -4.2% | 0.39% | -8.9% |
| Q2 2023 | $718,933 | -21.2% | 18,510 | -23.4% | 0.43% | -25.6% |
| Q1 2023 | $912,669 | -19.1% | 24,164 | -20.8% | 0.58% | -22.5% |
| Q4 2022 | $1,128,484 | +8.5% | 30,524 | -0.1% | 0.74% | +0.8% |
| Q3 2022 | $1,040,000 | -14.8% | 30,548 | -9.9% | 0.74% | -8.1% |
| Q2 2022 | $1,220,000 | -18.3% | 33,920 | +1.5% | 0.80% | -2.1% |
| Q4 2021 | $1,493,000 | +1.5% | 33,408 | -4.4% | 0.82% | -3.5% |
| Q1 2021 | $1,471,000 | – | 34,961 | – | 0.85% | – |
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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% |