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 | $253,761 | -5.0% | 6,877 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $267,103 | -54.1% | 6,877 | -64.3% | 0.00% | -75.0% |
| Q1 2019 | $582,000 | +15.0% | 19,255 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $506,000 | -22.0% | 19,255 | -1.5% | 0.01% | -14.3% |
| Q3 2018 | $649,000 | +2.9% | 19,549 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $631,000 | +6.4% | 19,549 | -1.5% | 0.02% | 0.0% |
| Q1 2018 | $593,000 | -47.7% | 19,843 | -47.2% | 0.02% | -46.4% |
| Q4 2017 | $1,133,000 | +4.3% | 37,579 | +202.6% | 0.03% | -3.4% |
| Q3 2017 | $1,086,000 | +5.0% | 12,420 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $1,034,000 | +2.2% | 12,420 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $1,012,000 | – | 12,420 | – | 0.03% | – |
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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% |