SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
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. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |