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% | – |
Download |
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% |