SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,384 | -5.0% | 444 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,245 | -67.5% | 444 | -63.0% | 0.01% | -52.9% |
| Q2 2021 | $53,000 | +3.9% | 1,200 | 0.0% | 0.02% | +13.3% |
| Q1 2021 | $51,000 | +18.6% | 1,200 | 0.0% | 0.02% | +15.4% |
| Q4 2020 | $43,000 | +30.3% | 1,200 | 0.0% | 0.01% | +18.2% |
| Q3 2020 | $33,000 | +3.1% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $32,000 | +23.1% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | -33.3% | 1,200 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $39,000 | +8.3% | 1,200 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $36,000 | -2.7% | 1,200 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $37,000 | +2.8% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $36,000 | +12.5% | 1,200 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $32,000 | -20.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $40,000 | +2.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $39,000 | +8.3% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $36,000 | +20.0% | 1,200 | +200.0% | 0.01% | +22.2% |
| Q1 2015 | $30,000 | +3.4% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $29,000 | +11.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $26,000 | -7.1% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $28,000 | – | 400 | – | 0.01% | – |
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% |