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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,687 | +1.3% | 5,270 | +16.6% | 0.01% | -37.5% |
| Q4 2021 | $202,000 | -11.4% | 4,520 | -16.2% | 0.01% | -33.3% |
| Q1 2021 | $228,000 | -0.4% | 5,394 | -15.7% | 0.01% | -25.0% |
| Q4 2020 | $229,000 | -37.3% | 6,397 | -53.4% | 0.02% | -54.3% |
| Q2 2020 | $365,000 | +2.0% | 13,737 | -16.2% | 0.04% | -5.4% |
| Q1 2020 | $358,000 | -69.9% | 16,392 | -55.0% | 0.04% | -63.0% |
| Q4 2019 | $1,189,000 | +8.3% | 36,439 | -0.4% | 0.10% | -2.9% |
| Q3 2019 | $1,098,000 | -10.0% | 36,600 | -8.1% | 0.10% | -14.2% |
| Q2 2019 | $1,220,000 | -75.4% | 39,817 | -75.8% | 0.12% | -76.9% |
| Q1 2019 | $4,967,000 | +18.5% | 164,307 | +3.4% | 0.52% | +3.8% |
| Q4 2018 | $4,190,000 | -24.3% | 158,953 | -4.5% | 0.50% | -11.7% |
| Q3 2018 | $5,534,000 | +493.8% | 166,480 | +476.7% | 0.57% | +454.9% |
| Q2 2018 | $932,000 | – | 28,868 | – | 0.10% | – |
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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% |