SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,550,666 | +158.9% | 7,982,403 | +172.5% | 0.03% | +166.7% |
| Q2 2023 | $113,785,266 | +139.7% | 2,929,590 | +133.1% | 0.01% | +140.0% |
| Q1 2023 | $47,468,775 | -52.7% | 1,256,785 | -53.7% | 0.01% | -54.5% |
| Q4 2022 | $100,275,143 | +35.1% | 2,712,338 | +24.5% | 0.01% | +22.2% |
| Q3 2022 | $74,221,000 | +75.3% | 2,179,115 | +85.1% | 0.01% | +80.0% |
| Q2 2022 | $42,348,000 | -28.7% | 1,176,965 | -16.6% | 0.01% | -16.7% |
| Q1 2022 | $59,373,000 | +134.2% | 1,411,293 | +148.8% | 0.01% | +200.0% |
| Q4 2021 | $25,353,000 | +7.9% | 567,301 | +2.9% | 0.00% | 0.0% |
| Q3 2021 | $23,496,000 | +4.5% | 551,528 | +7.7% | 0.00% | 0.0% |
| Q2 2021 | $22,494,000 | -0.7% | 511,923 | -4.4% | 0.00% | -33.3% |
| Q1 2021 | $22,644,000 | +20.5% | 535,709 | +2.1% | 0.00% | +50.0% |
| Q4 2020 | $18,788,000 | +54.5% | 524,822 | +18.2% | 0.00% | 0.0% |
| Q3 2020 | $12,159,000 | +8.8% | 444,094 | +5.6% | 0.00% | 0.0% |
| Q2 2020 | $11,176,000 | +50.5% | 420,638 | +23.7% | 0.00% | +100.0% |
| Q1 2020 | $7,428,000 | -28.4% | 340,115 | +7.0% | 0.00% | 0.0% |
| Q4 2019 | $10,371,000 | +28.5% | 317,862 | +18.2% | 0.00% | 0.0% |
| Q3 2019 | $8,069,000 | +2.8% | 268,961 | +5.0% | 0.00% | 0.0% |
| Q2 2019 | $7,847,000 | -8.2% | 256,112 | -9.5% | 0.00% | 0.0% |
| Q1 2019 | $8,552,000 | +8.6% | 282,912 | -5.3% | 0.00% | 0.0% |
| Q4 2018 | $7,873,000 | +21.5% | 298,654 | +53.1% | 0.00% | 0.0% |
| Q3 2018 | $6,482,000 | +108.5% | 195,015 | +102.5% | 0.00% | 0.0% |
| Q2 2018 | $3,109,000 | +14.6% | 96,317 | +6.3% | 0.00% | – |
| Q1 2018 | $2,712,000 | +10.1% | 90,648 | +11.0% | 0.00% | – |
| Q4 2017 | $2,463,000 | +8.4% | 81,693 | +214.5% | 0.00% | – |
| Q3 2017 | $2,273,000 | +36.4% | 25,972 | +29.8% | 0.00% | – |
| Q2 2017 | $1,666,000 | +19.9% | 20,002 | +17.5% | 0.00% | – |
| Q1 2017 | $1,389,000 | +125.5% | 17,029 | +120.1% | 0.00% | – |
| Q4 2016 | $616,000 | +84.4% | 7,736 | +71.0% | 0.00% | – |
| Q3 2016 | $334,000 | -1.5% | 4,523 | -10.3% | 0.00% | – |
| Q2 2016 | $339,000 | -15.9% | 5,043 | -18.1% | 0.00% | – |
| Q1 2016 | $403,000 | -11.2% | 6,160 | -8.4% | 0.00% | – |
| Q4 2015 | $454,000 | +19.5% | 6,728 | +14.4% | 0.00% | – |
| Q3 2015 | $380,000 | +120.9% | 5,880 | +153.3% | 0.00% | – |
| Q2 2015 | $172,000 | +81.1% | 2,321 | +80.3% | 0.00% | – |
| Q1 2015 | $95,000 | -85.3% | 1,287 | -85.8% | 0.00% | – |
| Q4 2014 | $648,000 | +107.7% | 9,078 | +91.2% | 0.00% | – |
| Q3 2014 | $312,000 | +231.9% | 4,749 | +260.0% | 0.00% | – |
| Q2 2014 | $94,000 | +6.8% | 1,319 | +4.4% | 0.00% | – |
| Q1 2014 | $88,000 | +877.8% | 1,264 | +836.3% | 0.00% | – |
| Q4 2013 | $9,000 | +50.0% | 135 | +35.0% | 0.00% | – |
| Q3 2013 | $6,000 | – | 100 | – | 0.00% | – |
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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% |