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 2022 | $17,000 | -15.0% | 480 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | -4.8% | 480 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | +2.7% | 480 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,448 | -3.0% | 480 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $21,091 | +3.9% | 480 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,290 | +18.1% | 480 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,184 | +30.8% | 480 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,142 | +3.0% | 480 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,754 | +21.7% | 480 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,483 | -33.1% | 480 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $15,662 | +8.8% | 480 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,400 | -2.1% | 480 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $14,707 | +1.4% | 480 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $14,510 | +14.7% | 480 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,653 | -20.7% | 480 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,955 | +3.0% | 480 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,494 | +7.9% | 480 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,362 | -57.7% | 480 | -57.3% | 0.00% | -50.0% |
| Q4 2017 | $33,919 | +3.3% | 1,125 | +200.0% | 0.00% | 0.0% |
| Q3 2017 | $32,820 | – | 375 | – | 0.00% | – |
Download | ||||||
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% |