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 | $3 | +50.0% | 91 | +75.0% | 0.00% | 0.0% |
| Q2 2023 | $2 | -33.3% | 52 | -22.4% | 0.00% | -33.3% |
| Q1 2023 | $3 | +50.0% | 67 | -1.5% | 0.00% | +200.0% |
| Q4 2022 | $2 | -99.9% | 68 | -6.8% | 0.00% | -66.7% |
| Q3 2022 | $3,000 | -40.0% | 73 | -43.4% | 0.00% | -25.0% |
| Q2 2022 | $5,000 | -73.7% | 129 | -71.1% | 0.00% | -69.2% |
| Q1 2022 | $19,000 | +11.8% | 447 | +17.9% | 0.01% | -45.8% |
| Q4 2021 | $17,000 | – | 379 | – | 0.02% | – |
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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% |