SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,473 | -11.3% | 10,616 | -6.4% | 0.07% | -10.3% |
| Q2 2023 | $440,460 | +2.8% | 11,340 | -0.0% | 0.08% | -6.0% |
| Q1 2023 | $428,419 | +1.6% | 11,343 | -0.6% | 0.08% | -7.8% |
| Q4 2022 | $421,735 | +8.7% | 11,407 | -0.1% | 0.09% | -3.2% |
| Q3 2022 | $388,000 | -15.3% | 11,413 | -10.5% | 0.09% | -14.7% |
| Q2 2022 | $458,000 | -16.9% | 12,745 | -2.8% | 0.11% | -0.9% |
| Q1 2022 | $551,000 | -6.0% | 13,108 | 0.0% | 0.11% | -6.0% |
| Q4 2021 | $586,000 | -4.1% | 13,108 | -8.5% | 0.12% | -38.1% |
| Q3 2021 | $611,000 | -4.4% | 14,322 | -1.5% | 0.19% | +0.5% |
| Q2 2021 | $639,000 | +61.8% | 14,535 | +55.5% | 0.19% | +30.6% |
| Q1 2021 | $395,000 | -12.0% | 9,345 | -25.4% | 0.14% | -18.2% |
| Q4 2020 | $449,000 | -8.7% | 12,532 | -30.3% | 0.18% | -31.8% |
| Q3 2020 | $492,000 | -28.5% | 17,973 | -30.5% | 0.26% | -46.1% |
| Q2 2020 | $688,000 | -1.1% | 25,860 | -18.8% | 0.48% | -30.4% |
| Q1 2020 | $696,000 | +10.5% | 31,866 | +64.9% | 0.69% | +30.3% |
| Q4 2019 | $630,000 | – | 19,320 | – | 0.53% | – |
Download | ||||||
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% |