SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,474 | +2.8% | 5,419 | 0.0% | 0.24% | +16.3% |
| Q1 2023 | $204,675 | +2.2% | 5,419 | 0.0% | 0.20% | -15.4% |
| Q4 2022 | $200,340 | -36.6% | 5,419 | -41.7% | 0.24% | -49.4% |
| Q3 2022 | $316,000 | -5.4% | 9,289 | 0.0% | 0.47% | +9.5% |
| Q2 2022 | $334,000 | -13.7% | 9,289 | +1.1% | 0.43% | +32.8% |
| Q1 2022 | $387,000 | -7.6% | 9,191 | -2.0% | 0.33% | -4.1% |
| Q4 2021 | $419,000 | – | 9,382 | – | 0.34% | – |
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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% |