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 | $90,774 | -5.0% | 2,460 | 0.0% | 0.07% | -2.9% |
| Q2 2023 | $95,546 | +1264.9% | 2,460 | +1174.6% | 0.07% | +1650.0% |
| Q2 2022 | $7,000 | 0.0% | 193 | +10.3% | 0.00% | +33.3% |
| Q1 2022 | $7,000 | -12.5% | 175 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $8,000 | +14.3% | 175 | +8.7% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | +133.3% | 161 | +136.8% | 0.00% | +100.0% |
| Q2 2021 | $3,000 | 0.0% | 68 | +3.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | +200.0% | 66 | +200.0% | 0.00% | +100.0% |
| Q4 2020 | $1,000 | – | 22 | – | 0.00% | – |
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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% |