SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 258 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,800 | +90.0% | 12,000 | +100.0% | 0.06% | +1.8% |
| Q2 2023 | $233,040 | -38.3% | 6,000 | -40.0% | 0.06% | -40.6% |
| Q1 2023 | $378,000 | +2.2% | 10,000 | 0.0% | 0.10% | -8.6% |
| Q4 2022 | $370,000 | -99.9% | 10,000 | 0.0% | 0.10% | +1.9% |
| Q3 2022 | $341,000,000 | -5.3% | 10,000 | 0.0% | 0.10% | -3.7% |
| Q2 2022 | $360,000,000 | -14.5% | 10,000 | 0.0% | 0.11% | +5.9% |
| Q1 2022 | $421,000,000 | -8.7% | 10,000 | -3.1% | 0.10% | +8.6% |
| Q4 2021 | $461,000,000 | +8.2% | 10,315 | +3.2% | 0.09% | +12.0% |
| Q3 2021 | $426,000,000 | +2.7% | 10,000 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $415,000,000 | -1.9% | 10,000 | 0.0% | 0.08% | -10.5% |
| Q1 2021 | $423,000,000 | +18.2% | 10,000 | 0.0% | 0.10% | +8.0% |
| Q4 2020 | $358,000,000 | +30.7% | 10,000 | 0.0% | 0.09% | +12.8% |
| Q3 2020 | $274,000,000 | +3.0% | 10,000 | 0.0% | 0.08% | -7.1% |
| Q2 2020 | $266,000,000 | +1.9% | 10,000 | -16.3% | 0.08% | -12.5% |
| Q1 2020 | $261,075,000 | +66842.3% | 11,954 | 0.0% | 0.10% | -11.9% |
| Q4 2019 | $390,000 | – | 11,954 | – | 0.11% | – |
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% |