SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 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% | – |
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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% |