SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,570 | -3.8% | 42,553 | +1.3% | 0.01% | 0.0% |
| Q2 2023 | $1,632 | +470.6% | 42,024 | +454.0% | 0.01% | +500.0% |
| Q1 2023 | $286 | -9.2% | 7,585 | -11.0% | 0.00% | -50.0% |
| Q4 2022 | $315 | -99.9% | 8,519 | +33.3% | 0.00% | +100.0% |
| Q3 2022 | $218,000 | -23.8% | 6,393 | -19.7% | 0.00% | -50.0% |
| Q2 2022 | $286,000 | -48.4% | 7,961 | -39.5% | 0.00% | -33.3% |
| Q1 2022 | $554,000 | -27.6% | 13,158 | -23.1% | 0.00% | -40.0% |
| Q4 2021 | $765,000 | -18.8% | 17,118 | -22.6% | 0.01% | -28.6% |
| Q3 2021 | $942,000 | -0.9% | 22,119 | +2.2% | 0.01% | 0.0% |
| Q2 2021 | $951,000 | -44.7% | 21,645 | -46.8% | 0.01% | -56.2% |
| Q1 2021 | $1,720,000 | – | 40,690 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |