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 | $89,704 | +258.1% | 2,431 | +276.9% | 0.00% | – |
| Q2 2023 | $25,052 | -83.0% | 645 | -83.5% | 0.00% | -100.0% |
| Q1 2023 | $147,681 | +2.2% | 3,910 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $144,553 | +3.3% | 3,910 | -5.0% | 0.00% | 0.0% |
| Q3 2022 | $140,000 | -3.4% | 4,115 | +2.2% | 0.00% | 0.0% |
| Q2 2022 | $145,000 | -14.2% | 4,025 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $169,000 | -44.0% | 4,025 | -40.5% | 0.00% | 0.0% |
| Q4 2021 | $302,000 | +459.3% | 6,767 | +433.3% | 0.00% | – |
| Q3 2021 | $54,000 | -3.6% | 1,269 | 0.0% | 0.00% | – |
| Q2 2021 | $56,000 | +69.7% | 1,269 | +65.0% | 0.00% | – |
| Q1 2021 | $33,000 | +17.9% | 769 | 0.0% | 0.00% | – |
| Q4 2020 | $28,000 | +33.3% | 769 | 0.0% | 0.00% | – |
| Q3 2020 | $21,000 | +5.0% | 769 | 0.0% | 0.00% | – |
| Q2 2020 | $20,000 | +25.0% | 769 | +2.7% | 0.00% | – |
| Q1 2020 | $16,000 | -23.8% | 749 | +16.5% | 0.00% | – |
| Q4 2019 | $21,000 | +10.5% | 643 | 0.0% | 0.00% | – |
| Q3 2019 | $19,000 | +280.0% | 643 | +231.4% | 0.00% | – |
| Q4 2018 | $5,000 | +66.7% | 194 | +100.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 97 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | – | 97 | – | 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% |