SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,596 | -4.8% | 43,257 | +0.2% | 0.50% | -6.9% |
| Q2 2023 | $1,677 | -46.5% | 43,175 | -48.0% | 0.54% | +0.7% |
| Q1 2023 | $3,134 | +4.5% | 82,973 | +2.2% | 0.54% | -5.6% |
| Q4 2022 | $3,000 | -99.9% | 81,150 | +4.0% | 0.57% | +1.6% |
| Q3 2022 | $2,657,000 | +47.5% | 78,019 | +55.8% | 0.56% | +56.1% |
| Q2 2022 | $1,801,000 | +19.6% | 50,064 | +39.9% | 0.36% | -28.8% |
| Q1 2022 | $1,506,000 | -9.3% | 35,791 | -3.7% | 0.50% | -8.9% |
| Q4 2021 | $1,661,000 | +7.2% | 37,162 | +2.2% | 0.55% | +1.1% |
| Q3 2021 | $1,550,000 | +20.2% | 36,377 | +24.0% | 0.55% | +9.0% |
| Q2 2021 | $1,289,000 | +5.1% | 29,333 | +1.1% | 0.50% | -3.3% |
| Q1 2021 | $1,226,000 | +7.7% | 29,006 | -8.7% | 0.52% | -7.0% |
| Q4 2020 | $1,138,000 | +27.9% | 31,777 | -2.2% | 0.56% | +8.8% |
| Q3 2020 | $890,000 | +20.8% | 32,499 | +17.2% | 0.51% | +7.3% |
| Q2 2020 | $737,000 | – | 27,738 | – | 0.48% | – |
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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% |