SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,935,101 | -7.9% | 1,732,657 | -3.1% | 0.01% | 0.0% |
| Q2 2023 | $69,416,265 | +140.7% | 1,787,236 | +134.1% | 0.01% | +133.3% |
| Q1 2023 | $28,834,657 | -7.6% | 763,427 | -9.6% | 0.00% | -25.0% |
| Q4 2022 | $31,216,765 | +49.1% | 844,381 | +37.4% | 0.00% | +33.3% |
| Q3 2022 | $20,931,000 | +27.7% | 614,540 | +34.8% | 0.00% | +50.0% |
| Q2 2022 | $16,397,000 | +2.1% | 455,730 | +19.4% | 0.00% | 0.0% |
| Q1 2022 | $16,055,000 | +30.0% | 381,617 | +38.1% | 0.00% | 0.0% |
| Q4 2021 | $12,353,000 | +65.4% | 276,409 | +57.7% | 0.00% | +100.0% |
| Q3 2021 | $7,468,000 | -22.3% | 175,311 | -19.9% | 0.00% | 0.0% |
| Q2 2021 | $9,615,000 | -63.7% | 218,824 | -65.0% | 0.00% | -75.0% |
| Q1 2021 | $26,454,000 | +17.4% | 625,843 | -0.6% | 0.00% | +33.3% |
| Q4 2020 | $22,532,000 | +318.1% | 629,396 | +219.8% | 0.00% | +200.0% |
| Q3 2020 | $5,389,000 | -27.7% | 196,823 | -29.9% | 0.00% | -50.0% |
| Q2 2020 | $7,456,000 | +70.6% | 280,613 | +40.2% | 0.00% | +100.0% |
| Q1 2020 | $4,370,000 | -74.8% | 200,091 | -62.4% | 0.00% | -75.0% |
| Q4 2019 | $17,375,000 | +35.0% | 532,475 | +24.1% | 0.00% | +33.3% |
| Q3 2019 | $12,867,000 | +30.4% | 428,905 | +33.1% | 0.00% | 0.0% |
| Q2 2019 | $9,871,000 | +10.2% | 322,174 | +8.7% | 0.00% | 0.0% |
| Q1 2019 | $8,957,000 | +24.6% | 296,311 | +8.7% | 0.00% | +50.0% |
| Q4 2018 | $7,187,000 | -13.5% | 272,641 | +9.1% | 0.00% | 0.0% |
| Q3 2018 | $8,305,000 | +20.0% | 249,861 | +16.6% | 0.00% | 0.0% |
| Q2 2018 | $6,919,000 | +19.6% | 214,331 | +10.8% | 0.00% | 0.0% |
| Q1 2018 | $5,787,000 | +13.7% | 193,440 | +14.6% | 0.00% | +100.0% |
| Q4 2017 | $5,090,000 | +875.1% | 168,838 | +2729.5% | 0.00% | – |
| Q3 2017 | $522,000 | +9.2% | 5,967 | +3.9% | 0.00% | – |
| Q2 2017 | $478,000 | -49.6% | 5,741 | -50.6% | 0.00% | – |
| Q1 2017 | $948,000 | -45.3% | 11,614 | -46.6% | 0.00% | – |
| Q4 2016 | $1,732,000 | +400.6% | 21,764 | +364.5% | 0.00% | – |
| Q3 2016 | $346,000 | +7.5% | 4,685 | -2.2% | 0.00% | – |
| Q2 2016 | $322,000 | -0.6% | 4,791 | -3.3% | 0.00% | – |
| Q1 2016 | $324,000 | -3.3% | 4,952 | -0.3% | 0.00% | – |
| Q4 2015 | $335,000 | -41.1% | 4,968 | -43.5% | 0.00% | – |
| Q3 2015 | $569,000 | -3.6% | 8,791 | +10.1% | 0.00% | – |
| Q2 2015 | $590,000 | -4.7% | 7,985 | -4.5% | 0.00% | – |
| Q1 2015 | $619,000 | -14.7% | 8,358 | -17.9% | 0.00% | – |
| Q4 2014 | $726,000 | +263.0% | 10,177 | +233.2% | 0.00% | – |
| Q3 2014 | $200,000 | -7.0% | 3,054 | +0.9% | 0.00% | – |
| Q2 2014 | $215,000 | +2.4% | 3,026 | +0.3% | 0.00% | – |
| Q1 2014 | $210,000 | +4.0% | 3,017 | +3.2% | 0.00% | – |
| Q4 2013 | $202,000 | – | 2,924 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |