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 | $6,262,889 | -0.3% | 169,726 | +5.0% | 2.00% | +4.1% |
| Q2 2023 | $6,279,340 | +6.2% | 161,672 | +3.3% | 1.93% | +5.9% |
| Q1 2023 | $5,912,591 | +102389.0% | 156,542 | +0.3% | 1.82% | -1.8% |
| Q4 2022 | $5,769 | -99.9% | 156,057 | -3.5% | 1.85% | -0.4% |
| Q3 2022 | $5,508,000 | -6.8% | 161,710 | -1.6% | 1.86% | +0.8% |
| Q2 2022 | $5,910,000 | -16.9% | 164,264 | -2.8% | 1.84% | -3.2% |
| Q1 2022 | $7,108,000 | -8.1% | 168,954 | -2.4% | 1.90% | -1.4% |
| Q4 2021 | $7,733,000 | +10.4% | 173,026 | +5.2% | 1.93% | +5.6% |
| Q3 2021 | $7,006,000 | +0.2% | 164,449 | +3.4% | 1.83% | +1.6% |
| Q2 2021 | $6,990,000 | -0.8% | 159,088 | -4.5% | 1.80% | -7.9% |
| Q1 2021 | $7,045,000 | +30.1% | 166,665 | +10.2% | 1.96% | +23.6% |
| Q4 2020 | $5,416,000 | +77.1% | 151,288 | +35.4% | 1.58% | +54.3% |
| Q3 2020 | $3,059,000 | +37.1% | 111,739 | +33.1% | 1.02% | +23.8% |
| Q2 2020 | $2,231,000 | -45.7% | 83,955 | -55.3% | 0.83% | -54.7% |
| Q1 2020 | $4,106,000 | -39.1% | 187,996 | -9.1% | 1.83% | -13.7% |
| Q4 2019 | $6,746,000 | +10.2% | 206,757 | +1.3% | 2.12% | +5.0% |
| Q3 2019 | $6,122,000 | +5.3% | 204,073 | +7.5% | 2.02% | +7.7% |
| Q2 2019 | $5,815,000 | +3.8% | 189,776 | +2.4% | 1.88% | +1.5% |
| Q1 2019 | $5,604,000 | +46.6% | 185,388 | +27.8% | 1.85% | +36.4% |
| Q4 2018 | $3,822,000 | -20.0% | 145,007 | +0.9% | 1.36% | -11.0% |
| Q3 2018 | $4,775,000 | -0.3% | 143,651 | -3.1% | 1.52% | -5.2% |
| Q2 2018 | $4,787,000 | +30.3% | 148,287 | +20.7% | 1.60% | +30.7% |
| Q1 2018 | $3,675,000 | – | 122,834 | – | 1.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |