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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $5,274,394 | +10.9% | 135,798 | +7.8% | 3.56% | +7.2% |
Q1 2023 | $4,757,887 | +7.5% | 125,970 | +5.2% | 3.33% | +0.7% |
Q4 2022 | $4,426,000 | +5.8% | 119,707 | -2.5% | 3.30% | -1.6% |
Q3 2022 | $4,183,000 | -0.6% | 122,803 | +5.0% | 3.36% | +3.0% |
Q2 2022 | $4,209,000 | +8.8% | 116,971 | +27.2% | 3.26% | +9.9% |
Q1 2022 | $3,870,000 | +41.2% | 91,979 | +50.0% | 2.97% | +40.0% |
Q4 2021 | $2,740,000 | – | 61,303 | – | 2.12% | – |
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% |