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 | $78,154 | -16.8% | 2,118 | -12.4% | 0.00% | – |
| Q2 2023 | $93,915 | +831.2% | 2,418 | +805.6% | 0.00% | – |
| Q1 2023 | $10,085 | +6.6% | 267 | +4.3% | 0.00% | – |
| Q4 2022 | $9,464 | +5.2% | 256 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -47.1% | 256 | -46.2% | 0.00% | – |
| Q2 2022 | $17,000 | +54.5% | 476 | +85.9% | 0.00% | – |
| Q1 2022 | $11,000 | -26.7% | 256 | -24.9% | 0.00% | – |
| Q4 2021 | $15,000 | -11.8% | 341 | -13.7% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q1 2021 | $17,000 | -43.3% | 395 | -60.9% | 0.00% | – |
| Q3 2019 | $30,000 | +900.0% | 1,010 | +900.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | -86.4% | 101 | -86.0% | 0.00% | – |
| Q4 2017 | $22,000 | – | 723 | – | 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% |