SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,752,793 | -7.6% | 1,456,715 | -2.7% | 0.05% | -8.0% |
| Q2 2023 | $58,163,597 | +21015.5% | 1,497,518 | +20433.6% | 0.05% | – |
| Q1 2023 | $275,454 | +80.5% | 7,293 | +76.7% | 0.00% | – |
| Q4 2022 | $152,596 | -0.9% | 4,128 | -8.8% | 0.00% | – |
| Q3 2022 | $154,000 | -6.7% | 4,528 | -1.0% | 0.00% | – |
| Q2 2022 | $165,000 | -18.3% | 4,574 | -4.8% | 0.00% | – |
| Q1 2022 | $202,000 | -11.4% | 4,806 | -5.4% | 0.00% | – |
| Q4 2021 | $228,000 | +8.1% | 5,079 | +2.1% | 0.00% | – |
| Q3 2021 | $211,000 | +201.4% | 4,975 | +212.9% | 0.00% | – |
| Q2 2021 | $70,000 | +37.3% | 1,590 | +31.0% | 0.00% | – |
| Q1 2021 | $51,000 | -25.0% | 1,214 | -35.9% | 0.00% | – |
| Q4 2020 | $68,000 | +106.1% | 1,895 | +56.1% | 0.00% | – |
| Q3 2020 | $33,000 | -36.5% | 1,214 | -38.2% | 0.00% | – |
| Q2 2020 | $52,000 | +18.2% | 1,964 | -3.3% | 0.00% | – |
| Q1 2020 | $44,000 | -33.3% | 2,030 | 0.0% | 0.00% | – |
| Q4 2019 | $66,000 | -14.3% | 2,030 | -20.2% | 0.00% | – |
| Q3 2019 | $77,000 | -2.5% | 2,543 | -1.2% | 0.00% | – |
| Q2 2019 | $79,000 | -3.7% | 2,575 | -5.1% | 0.00% | – |
| Q1 2019 | $82,000 | +15.5% | 2,714 | 0.0% | 0.00% | – |
| Q4 2018 | $71,000 | +6.0% | 2,714 | +35.2% | 0.00% | – |
| Q3 2018 | $67,000 | +24.1% | 2,007 | +20.1% | 0.00% | – |
| Q2 2018 | $54,000 | +260.0% | 1,671 | +235.5% | 0.00% | – |
| Q1 2018 | $15,000 | +275.0% | 498 | +295.2% | 0.00% | – |
| Q4 2017 | $4,000 | 0.0% | 126 | +200.0% | 0.00% | – |
| Q3 2017 | $4,000 | -33.3% | 42 | -46.8% | 0.00% | – |
| Q1 2017 | $6,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q4 2016 | $6,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q3 2016 | $6,000 | +20.0% | 79 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q1 2016 | $5,000 | -87.8% | 79 | -86.9% | 0.00% | – |
| Q4 2015 | $41,000 | +7.9% | 603 | +2.7% | 0.00% | – |
| Q3 2015 | $38,000 | 0.0% | 587 | +13.8% | 0.00% | – |
| Q2 2015 | $38,000 | 0.0% | 516 | +0.2% | 0.00% | – |
| Q1 2015 | $38,000 | – | 515 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |