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 | $3,463,955 | -7.6% | 93,873 | -2.7% | 2.27% | -2.4% |
| Q2 2023 | $3,748,337 | +158.1% | 96,507 | +151.0% | 2.33% | +153.6% |
| Q1 2023 | $1,452,352 | +12.0% | 38,452 | +9.6% | 0.92% | +11.8% |
| Q4 2022 | $1,296,576 | -45.4% | 35,071 | -49.7% | 0.82% | -3.0% |
| Q3 2022 | $2,373,000 | +102.6% | 69,735 | +114.2% | 0.85% | +1.2% |
| Q2 2022 | $1,171,000 | -9.5% | 32,559 | +5.8% | 0.84% | +1.7% |
| Q1 2022 | $1,294,000 | +513.3% | 30,765 | +546.1% | 0.82% | +459.2% |
| Q4 2021 | $211,000 | – | 4,762 | – | 0.15% | – |
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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% |