SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 185 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32,787,000 | +102.7% | 888,523 | +113.3% | 0.01% | +125.0% |
Q2 2023 | $16,179,000 | +22.6% | 416,527 | +19.2% | 0.00% | 0.0% |
Q1 2023 | $13,200,000 | +756.6% | 349,482 | +737.9% | 0.00% | – |
Q4 2022 | $1,541,000 | +106.8% | 41,707 | +90.6% | 0.00% | – |
Q3 2022 | $745,000 | -13.1% | 21,884 | -8.2% | 0.00% | – |
Q2 2022 | $857,000 | -17.0% | 23,834 | -2.9% | 0.00% | – |
Q1 2022 | $1,032,000 | -68.0% | 24,541 | -66.0% | 0.00% | -100.0% |
Q4 2021 | $3,225,000 | -39.9% | 72,152 | -42.7% | 0.00% | 0.0% |
Q3 2021 | $5,366,000 | +21.0% | 125,962 | +24.8% | 0.00% | 0.0% |
Q2 2021 | $4,433,000 | -39.2% | 100,899 | -41.5% | 0.00% | -50.0% |
Q1 2021 | $7,295,000 | +666.3% | 172,589 | +548.7% | 0.00% | – |
Q4 2020 | $952,000 | +626.7% | 26,607 | +454.9% | 0.00% | – |
Q3 2020 | $131,000 | +14.9% | 4,795 | +11.7% | 0.00% | – |
Q2 2020 | $114,000 | +35.7% | 4,294 | +12.0% | 0.00% | – |
Q1 2020 | $84,000 | -98.8% | 3,835 | -98.3% | 0.00% | -100.0% |
Q4 2019 | $7,277,000 | +352.0% | 223,026 | +315.7% | 0.00% | +200.0% |
Q3 2019 | $1,610,000 | -5.4% | 53,652 | -3.4% | 0.00% | 0.0% |
Q2 2019 | $1,702,000 | -1.8% | 55,560 | -3.1% | 0.00% | 0.0% |
Q1 2019 | $1,734,000 | +23.2% | 57,341 | +7.4% | 0.00% | 0.0% |
Q4 2018 | $1,407,000 | -3.0% | 53,366 | +22.3% | 0.00% | 0.0% |
Q3 2018 | $1,451,000 | -44.5% | 43,640 | -46.1% | 0.00% | 0.0% |
Q2 2018 | $2,613,000 | +260.4% | 80,938 | +234.1% | 0.00% | – |
Q1 2018 | $725,000 | -56.1% | 24,226 | -55.8% | 0.00% | -100.0% |
Q4 2017 | $1,650,000 | -6.7% | 54,755 | +170.9% | 0.00% | 0.0% |
Q3 2017 | $1,768,000 | -15.6% | 20,210 | -19.6% | 0.00% | 0.0% |
Q2 2017 | $2,095,000 | -34.4% | 25,149 | -35.7% | 0.00% | -50.0% |
Q1 2017 | $3,192,000 | +4.5% | 39,141 | +2.0% | 0.00% | 0.0% |
Q4 2016 | $3,056,000 | +254.9% | 38,382 | +229.5% | 0.00% | – |
Q3 2016 | $861,000 | +24.2% | 11,650 | +13.1% | 0.00% | – |
Q2 2016 | $693,000 | +15.7% | 10,302 | +12.5% | 0.00% | – |
Q1 2016 | $599,000 | +33.4% | 9,156 | +37.6% | 0.00% | – |
Q4 2015 | $449,000 | +19.7% | 6,655 | +14.7% | 0.00% | – |
Q3 2015 | $375,000 | -11.1% | 5,802 | +1.8% | 0.00% | – |
Q2 2015 | $422,000 | +6933.3% | 5,702 | +6608.2% | 0.00% | – |
Q1 2015 | $6,000 | -99.8% | 85 | -99.8% | 0.00% | -100.0% |
Q4 2014 | $3,033,000 | +13.8% | 42,512 | +4.7% | 0.00% | 0.0% |
Q3 2014 | $2,666,000 | +487.2% | 40,603 | +534.9% | 0.00% | – |
Q2 2014 | $454,000 | -23.6% | 6,395 | -24.9% | 0.00% | – |
Q1 2014 | $594,000 | – | 8,520 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 463,431 | $19,497,000 | 11.61% |
WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |