SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,125,235 | +95039.2% | 111,795 | +0.1% | 0.08% | -6.8% |
| Q2 2023 | $4,336 | -98.6% | 111,647 | +1125.3% | 0.09% | +1000.0% |
| Q3 2022 | $310,000 | -5.5% | 9,112 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $328,000 | -13.5% | 9,112 | +1.2% | 0.01% | 0.0% |
| Q1 2022 | $379,000 | -5.7% | 9,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $402,000 | -24.2% | 9,000 | -27.6% | 0.01% | -27.3% |
| Q3 2021 | $530,000 | -3.1% | 12,438 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $547,000 | +4.0% | 12,438 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $526,000 | +18.2% | 12,438 | 0.0% | 0.01% | +9.1% |
| Q4 2020 | $445,000 | – | 12,438 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |