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 | $5,580,055 | -46.4% | 151,221 | -43.6% | 0.00% | -50.0% |
| Q2 2023 | $10,409,625 | +213.4% | 268,013 | +204.7% | 0.00% | +100.0% |
| Q1 2023 | $3,322,023 | +125.7% | 87,954 | +120.9% | 0.00% | – |
| Q4 2022 | $1,471,813 | -33.6% | 39,811 | -38.8% | 0.00% | -100.0% |
| Q3 2022 | $2,217,000 | -4.6% | 65,083 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $2,325,000 | -14.5% | 64,620 | -0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,719,000 | +52.7% | 64,636 | +62.1% | 0.00% | – |
| Q4 2021 | $1,781,000 | +7.4% | 39,862 | +2.4% | 0.00% | – |
| Q3 2021 | $1,658,000 | -0.7% | 38,915 | +2.4% | 0.00% | – |
| Q2 2021 | $1,670,000 | -82.7% | 38,017 | -89.2% | 0.00% | -100.0% |
| Q3 2020 | $9,636,000 | +1380.2% | 351,950 | +1335.4% | 0.00% | – |
| Q2 2020 | $651,000 | -49.4% | 24,519 | -58.4% | 0.00% | – |
| Q1 2020 | $1,287,000 | +9.8% | 58,917 | +64.0% | 0.00% | – |
| Q4 2019 | $1,172,000 | +41.0% | 35,920 | +29.7% | 0.00% | – |
| Q3 2019 | $831,000 | -68.8% | 27,689 | -68.2% | 0.00% | -100.0% |
| Q2 2019 | $2,666,000 | +771.2% | 87,021 | +761.0% | 0.00% | – |
| Q1 2019 | $306,000 | -12.6% | 10,107 | -13.6% | 0.00% | – |
| Q1 2018 | $350,000 | -73.8% | 11,693 | -23.3% | 0.00% | – |
| Q3 2017 | $1,334,000 | -3.8% | 15,245 | -8.4% | 0.00% | – |
| Q2 2017 | $1,386,000 | -75.1% | 16,639 | -75.7% | 0.00% | -100.0% |
| Q1 2017 | $5,574,000 | – | 68,349 | – | 0.00% | – |
Download | ||||||
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% |