SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,287,950 | +12.3% | 1,850,621 | +18.2% | 1.41% | +0.1% |
| Q2 2023 | $60,786,543 | +6.6% | 1,565,049 | +3.7% | 1.41% | +2.5% |
| Q1 2023 | $57,004,507 | +97.9% | 1,509,253 | +93.7% | 1.37% | +85.4% |
| Q4 2022 | $28,806,118 | +600.7% | 779,174 | +545.5% | 0.74% | +567.6% |
| Q3 2022 | $4,111,000 | -5.1% | 120,704 | +0.3% | 0.11% | 0.0% |
| Q2 2022 | $4,330,000 | -85.4% | 120,338 | -83.0% | 0.11% | -82.9% |
| Q1 2022 | $29,699,000 | -14.8% | 705,943 | -9.5% | 0.65% | -6.5% |
| Q4 2021 | $34,850,000 | – | 779,807 | – | 0.69% | – |
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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% |