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 | $35,679,902 | +24.4% | 966,935 | +30.9% | 0.00% | 0.0% |
| Q2 2023 | $28,691,885 | -9.6% | 738,720 | -12.1% | 0.00% | 0.0% |
| Q1 2023 | $31,742,890 | -14.8% | 840,426 | -16.7% | 0.00% | +100.0% |
| Q4 2022 | $37,278,034 | +21.3% | 1,008,332 | +11.7% | 0.00% | -50.0% |
| Q3 2022 | $30,743,000 | -40.8% | 902,622 | -37.5% | 0.00% | -33.3% |
| Q2 2022 | $51,928,000 | +20.4% | 1,443,241 | +40.8% | 0.00% | +50.0% |
| Q1 2022 | $43,127,000 | +4.2% | 1,025,136 | +10.7% | 0.00% | 0.0% |
| Q4 2021 | $41,393,000 | -28.3% | 926,234 | -31.6% | 0.00% | -33.3% |
| Q3 2021 | $57,711,000 | +16.5% | 1,354,707 | +20.2% | 0.00% | 0.0% |
| Q2 2021 | $49,539,000 | -6.9% | 1,127,421 | -10.4% | 0.00% | 0.0% |
| Q1 2021 | $53,216,000 | +30.7% | 1,258,947 | +10.7% | 0.00% | +50.0% |
| Q4 2020 | $40,705,000 | +805.6% | 1,137,012 | +658.8% | 0.00% | – |
| Q3 2019 | $4,495,000 | -45.3% | 149,837 | -39.4% | 0.00% | -100.0% |
| Q3 2018 | $8,212,000 | -43.6% | 247,065 | -45.3% | 0.00% | 0.0% |
| Q2 2018 | $14,573,000 | +6.0% | 451,435 | -1.7% | 0.00% | 0.0% |
| Q1 2018 | $13,747,000 | -22.8% | 459,459 | -22.2% | 0.00% | 0.0% |
| Q4 2017 | $17,801,000 | -16.8% | 590,406 | +141.4% | 0.00% | -50.0% |
| Q3 2017 | $21,406,000 | +72.9% | 244,586 | +64.6% | 0.00% | +100.0% |
| Q2 2017 | $12,377,000 | -45.1% | 148,602 | -46.3% | 0.00% | -50.0% |
| Q1 2017 | $22,547,000 | +0.8% | 276,485 | -1.6% | 0.00% | 0.0% |
| Q4 2016 | $22,372,000 | +182.7% | 280,972 | +162.3% | 0.00% | +100.0% |
| Q3 2016 | $7,914,000 | -10.4% | 107,127 | -18.5% | 0.00% | 0.0% |
| Q2 2016 | $8,835,000 | +37.3% | 131,476 | +33.6% | 0.00% | 0.0% |
| Q1 2016 | $6,436,000 | – | 98,383 | – | 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% |