SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
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% | – |
Download | ||||||
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% |