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 | $2,897,430 | +3.6% | 78,521 | +9.0% | 0.84% | -8.1% |
| Q2 2023 | $2,798,017 | -50.8% | 72,040 | -52.2% | 0.92% | -47.4% |
| Q1 2023 | $5,689,021 | +12.9% | 150,623 | +10.5% | 1.74% | +18.5% |
| Q4 2022 | $5,041,095 | +13.5% | 136,356 | +4.5% | 1.47% | +10.5% |
| Q3 2022 | $4,443,000 | -7.9% | 130,432 | -2.7% | 1.33% | -1.8% |
| Q2 2022 | $4,825,000 | -26.5% | 134,092 | -14.0% | 1.35% | -18.0% |
| Q1 2022 | $6,561,000 | +12.1% | 155,850 | +20.3% | 1.65% | -5.0% |
| Q4 2021 | $5,851,000 | +24.0% | 129,501 | +16.9% | 1.74% | +8.6% |
| Q3 2021 | $4,719,000 | +70.2% | 110,781 | +75.6% | 1.60% | +72.2% |
| Q2 2021 | $2,772,000 | +6.2% | 63,076 | +2.2% | 0.93% | -12.5% |
| Q1 2021 | $2,609,000 | +26.8% | 61,725 | +7.4% | 1.06% | +22.3% |
| Q4 2020 | $2,058,000 | – | 57,479 | – | 0.87% | – |
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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% |