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. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |