SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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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% |