SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 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. | 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% |