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 | $3,737,970 | +0.1% | 101,300 | +5.3% | 1.06% | -0.5% |
| Q2 2023 | $3,735,282 | +14.8% | 96,171 | +11.7% | 1.06% | +7.3% |
| Q1 2023 | $3,252,450 | -17.5% | 86,112 | -19.2% | 0.99% | -19.1% |
| Q4 2022 | $3,940,706 | +10.4% | 106,592 | +1.7% | 1.22% | +0.4% |
| Q3 2022 | $3,571,000 | +162.6% | 104,849 | +177.5% | 1.22% | +180.4% |
| Q2 2022 | $1,360,000 | -69.7% | 37,790 | -64.6% | 0.43% | -69.5% |
| Q1 2022 | $4,488,000 | -14.2% | 106,685 | -8.8% | 1.42% | -18.5% |
| Q4 2021 | $5,229,000 | – | 116,999 | – | 1.74% | – |
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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% |