SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,513 | +16.4% | 19,824 | +22.6% | 0.11% | +37.8% |
| Q2 2023 | $628,197 | +17.0% | 16,174 | +13.7% | 0.08% | +15.5% |
| Q1 2023 | $537,062 | +11.3% | 14,219 | +8.9% | 0.07% | +9.2% |
| Q4 2022 | $482,747 | +19.8% | 13,058 | +10.2% | 0.06% | +12.1% |
| Q3 2022 | $403,000 | +25.2% | 11,846 | +32.4% | 0.06% | +31.8% |
| Q2 2022 | $322,000 | +12.2% | 8,946 | +31.1% | 0.04% | +29.4% |
| Q1 2022 | $287,000 | +38.0% | 6,826 | +46.8% | 0.03% | +47.8% |
| Q4 2021 | $208,000 | -28.3% | 4,650 | -29.5% | 0.02% | -28.1% |
| Q2 2021 | $290,000 | -47.2% | 6,597 | -49.2% | 0.03% | -48.4% |
| Q1 2021 | $549,000 | -33.0% | 12,984 | -43.3% | 0.06% | -47.9% |
| Q4 2020 | $820,000 | -10.2% | 22,905 | -31.3% | 0.12% | +0.8% |
| Q3 2020 | $913,000 | -3.5% | 33,353 | -6.3% | 0.12% | +107.0% |
| Q2 2020 | $946,000 | +92.3% | 35,600 | +58.1% | 0.06% | -23.0% |
| Q1 2020 | $492,000 | – | 22,514 | – | 0.07% | – |
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% |