SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,623,616 | -4.2% | 98,201 | +0.9% | 3.72% | +2.4% |
| Q2 2023 | $3,781,041 | +11.2% | 97,349 | +5.8% | 3.63% | +6.7% |
| Q1 2023 | $3,401,236 | -0.4% | 92,000 | -0.4% | 3.40% | -0.1% |
| Q4 2022 | $3,414,730 | +9.6% | 92,365 | +1.0% | 3.40% | +1.7% |
| Q3 2022 | $3,115,000 | -4.3% | 91,470 | +1.1% | 3.35% | -1.1% |
| Q2 2022 | $3,254,000 | -14.3% | 90,433 | +0.2% | 3.39% | +1.4% |
| Q1 2022 | $3,796,000 | -1.3% | 90,220 | +4.9% | 3.34% | -4.0% |
| Q4 2021 | $3,845,000 | – | 86,045 | – | 3.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |