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 | $33,710,867 | -0.8% | 913,574 | +4.4% | 0.06% | -1.8% |
| Q2 2023 | $33,990,232 | +26.9% | 875,135 | +23.4% | 0.06% | +23.9% |
| Q1 2023 | $26,791,880 | +2.7% | 709,343 | +0.5% | 0.05% | 0.0% |
| Q4 2022 | $26,086,416 | +12.1% | 705,610 | +3.2% | 0.05% | +2.2% |
| Q3 2022 | $23,280,000 | -5.1% | 683,531 | +0.3% | 0.04% | 0.0% |
| Q2 2022 | $24,519,000 | -12.1% | 681,445 | +2.7% | 0.04% | +2.3% |
| Q1 2022 | $27,903,000 | -23.7% | 663,247 | -19.0% | 0.04% | -21.4% |
| Q4 2021 | $36,590,000 | +7.0% | 818,742 | +2.0% | 0.06% | 0.0% |
| Q3 2021 | $34,202,000 | +21.3% | 802,873 | +25.2% | 0.06% | +21.7% |
| Q2 2021 | $28,186,000 | +25.3% | 641,451 | +20.5% | 0.05% | +17.9% |
| Q1 2021 | $22,499,000 | +38.0% | 532,266 | +16.9% | 0.04% | +25.8% |
| Q4 2020 | $16,306,000 | +34.7% | 455,438 | +3.0% | 0.03% | +19.2% |
| Q3 2020 | $12,103,000 | +3.5% | 442,027 | +0.4% | 0.03% | 0.0% |
| Q2 2020 | $11,694,000 | +329.0% | 440,124 | +252.5% | 0.03% | +271.4% |
| Q1 2020 | $2,726,000 | -22.2% | 124,842 | +16.2% | 0.01% | 0.0% |
| Q4 2019 | $3,505,000 | +18.1% | 107,428 | +8.6% | 0.01% | -86.3% |
| Q3 2019 | $2,969,000 | +2.2% | 98,941 | +4.4% | 0.05% | +2.0% |
| Q2 2019 | $2,904,000 | +17.6% | 94,773 | +16.0% | 0.05% | +13.6% |
| Q1 2019 | $2,469,000 | +51.2% | 81,667 | +31.8% | 0.04% | +33.3% |
| Q4 2018 | $1,633,000 | +102.9% | 61,942 | +155.7% | 0.03% | +135.7% |
| Q3 2018 | $805,000 | +84.2% | 24,226 | +79.0% | 0.01% | +75.0% |
| Q2 2018 | $437,000 | +116.3% | 13,535 | +99.7% | 0.01% | +100.0% |
| Q1 2018 | $202,000 | – | 6,779 | – | 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% |