SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
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. | 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% |