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 | $2,326,733 | +97.9% | 63,055 | +108.3% | 0.08% | -7.1% |
Q2 2023 | $1,175,712 | -20.4% | 30,271 | -22.6% | 0.08% | -24.1% |
Q1 2023 | $1,477,511 | +435.3% | 39,119 | +424.0% | 0.11% | +387.0% |
Q4 2022 | $276,018 | -65.2% | 7,466 | -68.0% | 0.02% | -69.3% |
Q3 2022 | $794,000 | -36.9% | 23,323 | -33.3% | 0.08% | -35.3% |
Q2 2022 | $1,258,000 | +68.4% | 34,968 | +96.9% | 0.12% | +100.0% |
Q1 2022 | $747,000 | +33.4% | 17,763 | +41.7% | 0.06% | +41.5% |
Q4 2021 | $560,000 | – | 12,536 | – | 0.04% | – |
Download |
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% |