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 | $9,459,172 | +1.2% | 256,346 | +6.5% | 1.16% | +4.9% |
| Q2 2023 | $9,345,605 | +5.3% | 240,618 | +2.4% | 1.11% | -0.1% |
| Q1 2023 | $8,871,623 | +26.6% | 234,885 | +14.1% | 1.11% | +9.6% |
| Q3 2022 | $7,009,000 | +6.7% | 205,792 | +12.9% | 1.01% | +15.4% |
| Q2 2022 | $6,568,000 | -30.2% | 182,198 | -22.8% | 0.88% | -24.2% |
| Q1 2022 | $9,407,000 | +6.8% | 235,940 | +19.7% | 1.16% | +14.9% |
| Q4 2021 | $8,808,000 | +8.0% | 197,089 | +2.9% | 1.00% | -8.4% |
| Q3 2021 | $8,157,000 | +19.1% | 191,469 | +18.9% | 1.10% | +9.3% |
| Q2 2021 | $6,848,000 | +19.8% | 161,080 | +19.1% | 1.00% | +8.5% |
| Q1 2021 | $5,716,000 | +15.6% | 135,232 | +7.6% | 0.92% | +8.7% |
| Q4 2020 | $4,944,000 | +57.9% | 125,718 | +9.9% | 0.85% | +34.7% |
| Q3 2020 | $3,132,000 | +5.5% | 114,390 | +2.3% | 0.63% | -12.1% |
| Q2 2020 | $2,970,000 | +55.7% | 111,784 | +28.0% | 0.72% | +60.5% |
| Q1 2020 | $1,908,000 | – | 87,364 | – | 0.45% | – |
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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% |