SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 650 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $504,261 | +4.3% | 13,666 | +9.8% | 0.00% | – |
Q2 2023 | $483,311 | +20.9% | 12,444 | +17.6% | 0.00% | – |
Q1 2023 | $399,652 | +170.3% | 10,582 | +164.6% | 0.00% | – |
Q4 2022 | $147,828 | +13.7% | 3,999 | +4.5% | 0.00% | – |
Q3 2022 | $130,000 | -3.7% | 3,828 | +2.2% | 0.00% | – |
Q2 2022 | $135,000 | -10.6% | 3,744 | +4.6% | 0.00% | – |
Q1 2022 | $151,000 | +20.8% | 3,579 | +28.2% | 0.00% | – |
Q4 2021 | $125,000 | +33.0% | 2,791 | +26.6% | 0.00% | – |
Q3 2021 | $94,000 | +27.0% | 2,204 | +30.6% | 0.00% | – |
Q2 2021 | $74,000 | +23.3% | 1,688 | +18.7% | 0.00% | – |
Q1 2021 | $60,000 | -1.6% | 1,422 | -16.8% | 0.00% | – |
Q4 2020 | $61,000 | +56.4% | 1,709 | +19.4% | 0.00% | – |
Q3 2020 | $39,000 | +143.8% | 1,431 | +142.5% | 0.00% | – |
Q2 2020 | $16,000 | +166.7% | 590 | +116.1% | 0.00% | – |
Q1 2020 | $6,000 | -76.9% | 273 | -65.6% | 0.00% | – |
Q4 2019 | $26,000 | -3.7% | 794 | -12.5% | 0.00% | – |
Q3 2019 | $27,000 | +35.0% | 907 | +37.6% | 0.00% | – |
Q2 2019 | $20,000 | -48.7% | 659 | -49.4% | 0.00% | – |
Q1 2019 | $39,000 | +143.8% | 1,302 | +110.0% | 0.00% | – |
Q4 2018 | $16,000 | -52.9% | 620 | -39.6% | 0.00% | – |
Q3 2018 | $34,000 | – | 1,027 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 463,431 | $19,497,000 | 11.61% |
WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |