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 | $2,219,910 | +99402.9% | 60,160 | +6.4% | 0.01% | -29.4% |
| Q4 2022 | $2,231 | -99.9% | 56,531 | +14.0% | 0.02% | +13.3% |
| Q3 2022 | $1,801,000 | +33.8% | 49,604 | +38.5% | 0.02% | +36.4% |
| Q2 2022 | $1,346,000 | -41.1% | 35,828 | -34.2% | 0.01% | -35.3% |
| Q1 2022 | $2,285,000 | +590.3% | 54,436 | +580.9% | 0.02% | +750.0% |
| Q4 2021 | $331,000 | -6.2% | 7,995 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $353,000 | +6.0% | 7,995 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $333,000 | -3.5% | 7,995 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $345,000 | – | 7,995 | – | 0.00% | – |
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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% |