SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,137,590 | -2.1% | 30,829 | +3.1% | 0.75% | +2.0% |
| Q2 2023 | $1,161,666 | +68.3% | 29,909 | +63.7% | 0.74% | +63.3% |
| Q1 2023 | $690,171 | +12.4% | 18,273 | +10.0% | 0.45% | +8.1% |
| Q4 2022 | $614,035 | -3.1% | 16,609 | -10.8% | 0.42% | -14.7% |
| Q3 2022 | $634,000 | -6.5% | 18,619 | -1.2% | 0.49% | -0.6% |
| Q2 2022 | $678,000 | -14.4% | 18,844 | +0.1% | 0.49% | -2.6% |
| Q1 2022 | $792,000 | -5.9% | 18,817 | -0.1% | 0.51% | -8.8% |
| Q4 2021 | $842,000 | +5.5% | 18,836 | +0.6% | 0.56% | -3.3% |
| Q3 2021 | $798,000 | -2.8% | 18,726 | +0.2% | 0.57% | -5.3% |
| Q2 2021 | $821,000 | +3.7% | 18,688 | -0.3% | 0.61% | -16.0% |
| Q1 2021 | $792,000 | – | 18,740 | – | 0.72% | – |
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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% |