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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,776,006 | -7.1% | 129,431 | -2.2% | 3.23% | -1.6% |
| Q2 2023 | $5,142,185 | +41.5% | 132,394 | +37.6% | 3.28% | +36.4% |
| Q1 2023 | $3,632,832 | +40.5% | 96,183 | +37.5% | 2.41% | +33.8% |
| Q4 2022 | $2,585,864 | +10.8% | 69,945 | +2.1% | 1.80% | -4.9% |
| Q3 2022 | $2,333,000 | -6.6% | 68,508 | -1.4% | 1.89% | -0.2% |
| Q2 2022 | $2,499,000 | -14.5% | 69,458 | +0.0% | 1.89% | +1.2% |
| Q1 2022 | $2,922,000 | -11.8% | 69,454 | -6.3% | 1.87% | -7.7% |
| Q4 2021 | $3,314,000 | +13.4% | 74,150 | +6.8% | 2.03% | +8.4% |
| Q1 2021 | $2,922,000 | – | 69,454 | – | 1.87% | – |
Download | ||||||
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% |