SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,017 | -7.7% | 12,846 | -2.9% | 0.40% | -2.9% |
| Q2 2023 | $513,581 | +7.4% | 13,223 | +4.4% | 0.41% | +3.5% |
| Q1 2023 | $478,357 | +3.9% | 12,665 | +1.7% | 0.40% | +1.0% |
| Q4 2022 | $460,609 | +16.3% | 12,459 | +7.1% | 0.39% | +9.1% |
| Q3 2022 | $396,000 | +24.9% | 11,630 | +31.8% | 0.36% | +32.2% |
| Q2 2022 | $317,000 | +22.4% | 8,821 | +44.7% | 0.27% | +29.4% |
| Q1 2022 | $259,000 | +1.6% | 6,096 | +6.6% | 0.21% | +1.9% |
| Q4 2021 | $255,000 | – | 5,720 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |