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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |