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 | $555,234 | -55.2% | 15,047 | -51.5% | 1.68% | +14.7% |
| Q2 2023 | $1,238,119 | +119.6% | 31,009 | +107.8% | 1.47% | -8.1% |
| Q1 2023 | $563,717 | +0.9% | 14,925 | -1.2% | 1.60% | -8.2% |
| Q4 2022 | $558,617 | +8.7% | 15,110 | +0.2% | 1.74% | +13.1% |
| Q3 2022 | $514,000 | -6.4% | 15,085 | -1.2% | 1.54% | -4.1% |
| Q2 2022 | $549,000 | -19.4% | 15,266 | +0.2% | 1.60% | -10.0% |
| Q1 2022 | $681,000 | +4.8% | 15,234 | -1.4% | 1.78% | +2.9% |
| Q4 2021 | $650,000 | – | 15,444 | – | 1.73% | – |
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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% |