SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |