SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,276 | -5.5% | 5,780 | -3.5% | 0.00% | – |
| Q2 2023 | $233,014 | +80.7% | 5,987 | +72.6% | 0.00% | – |
| Q4 2022 | $128,943 | +1.5% | 3,469 | 0.0% | 0.00% | – |
| Q3 2022 | $127,000 | -28.7% | 3,469 | -26.9% | 0.00% | – |
| Q2 2022 | $178,000 | +178.1% | 4,744 | +220.1% | 0.00% | – |
| Q1 2022 | $64,000 | +12.3% | 1,482 | +16.2% | 0.00% | – |
| Q4 2021 | $57,000 | -87.1% | 1,275 | -87.5% | 0.00% | – |
| Q3 2021 | $442,000 | +309.3% | 10,192 | +315.2% | 0.00% | – |
| Q2 2021 | $108,000 | +535.3% | 2,455 | +461.8% | 0.00% | – |
| Q4 2020 | $17,000 | +325.0% | 437 | +304.6% | 0.00% | – |
| Q4 2019 | $4,000 | -93.9% | 108 | -95.7% | 0.00% | – |
| Q4 2018 | $66,000 | – | 2,486 | – | 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% |