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 | $1,082,552 | +9.2% | 29,337 | +14.9% | 0.00% | 0.0% |
| Q2 2023 | $991,371 | +772.9% | 25,524 | +748.8% | 0.00% | – |
| Q1 2023 | $113,574 | +26.6% | 3,007 | +23.9% | 0.00% | – |
| Q4 2022 | $89,689 | +12.1% | 2,426 | +2.8% | 0.00% | – |
| Q3 2022 | $80,000 | -5.9% | 2,360 | 0.0% | 0.00% | – |
| Q2 2022 | $85,000 | -9.6% | 2,360 | +5.8% | 0.00% | – |
| Q1 2022 | $94,000 | -26.6% | 2,231 | -21.9% | 0.00% | – |
| Q4 2021 | $128,000 | +5.8% | 2,855 | +0.9% | 0.00% | – |
| Q3 2021 | $121,000 | -2.4% | 2,829 | 0.0% | 0.00% | – |
| Q2 2021 | $124,000 | +31.9% | 2,829 | +26.8% | 0.00% | – |
| Q1 2021 | $94,000 | +840.0% | 2,231 | +694.0% | 0.00% | – |
| Q4 2020 | $10,000 | +25.0% | 281 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 281 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | -68.2% | 281 | -71.9% | 0.00% | – |
| Q1 2020 | $22,000 | -33.3% | 1,000 | 0.0% | 0.00% | – |
| Q4 2019 | $33,000 | – | 1,000 | – | 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% |