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 | $1,578,040 | -83.0% | 42,765 | -82.1% | 0.78% | -84.2% |
| Q2 2023 | $9,302,086 | +20.9% | 239,498 | +17.6% | 4.91% | +10.8% |
| Q1 2023 | $7,692,367 | +6.7% | 203,663 | +4.4% | 4.43% | +1.3% |
| Q4 2022 | $7,209,071 | +30.4% | 194,998 | +20.1% | 4.38% | +4.0% |
| Q3 2022 | $5,528,000 | +10.4% | 162,315 | +16.6% | 4.21% | +6.7% |
| Q2 2022 | $5,007,000 | +20.5% | 139,155 | +40.9% | 3.94% | +19.7% |
| Q1 2022 | $4,155,000 | +32.5% | 98,765 | +40.7% | 3.29% | +16.4% |
| Q4 2021 | $3,136,000 | – | 70,173 | – | 2.83% | – |
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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% |