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 | $3,465,657 | +43.6% | 93,920 | +51.2% | 0.17% | +45.0% |
| Q2 2023 | $2,412,586 | +901.7% | 62,116 | +874.1% | 0.12% | +823.1% |
| Q1 2023 | $240,847 | +4.7% | 6,377 | +2.5% | 0.01% | -7.1% |
| Q4 2022 | $230,011 | -4.6% | 6,222 | -7.1% | 0.01% | -12.5% |
| Q3 2022 | $241,000 | 0.0% | 6,697 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $241,000 | +32.4% | 6,697 | +64.7% | 0.02% | +45.5% |
| Q4 2021 | $182,000 | -28.1% | 4,066 | -31.6% | 0.01% | +37.5% |
| Q3 2021 | $253,000 | -64.4% | 5,943 | -63.2% | 0.01% | -65.2% |
| Q2 2021 | $710,000 | +2.6% | 16,158 | -1.2% | 0.02% | -8.0% |
| Q1 2021 | $692,000 | – | 16,361 | – | 0.02% | – |
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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% |