SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $370,362 | +1.1% | 10,037 | +6.4% | 0.04% | +5.4% |
Q2 2023 | $366,291 | -81.6% | 9,431 | -95.5% | 0.04% | -66.7% |
Q1 2023 | $1,992,038 | +1158.6% | 210,134 | +4808.5% | 0.11% | +1485.7% |
Q4 2022 | $158,270 | +1338.8% | 4,281 | +1612.4% | 0.01% | +600.0% |
Q1 2022 | $11,000 | -86.4% | 250 | -86.3% | 0.00% | -85.7% |
Q4 2021 | $81,000 | -27.0% | 1,822 | -30.6% | 0.01% | -22.2% |
Q1 2021 | $111,000 | +18.1% | 2,627 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $94,000 | – | 2,627 | – | 0.01% | – |
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% |