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 | $14,242,736 | -34.5% | 385,982 | -31.1% | 0.20% | -34.8% |
| Q2 2023 | $21,759,256 | +142.3% | 560,228 | +135.6% | 0.31% | +117.4% |
| Q1 2023 | $8,981,970 | -5.0% | 237,807 | -7.1% | 0.14% | -12.7% |
| Q4 2022 | $9,459,551 | +34.0% | 255,871 | +23.4% | 0.16% | +19.6% |
| Q3 2022 | $7,061,000 | +17.2% | 207,324 | +23.9% | 0.14% | +20.0% |
| Q2 2022 | $6,023,000 | +16.8% | 167,387 | +36.6% | 0.12% | +36.9% |
| Q1 2022 | $5,155,000 | +11.2% | 122,532 | +18.2% | 0.08% | +15.1% |
| Q4 2021 | $4,634,000 | +223.8% | 103,695 | +208.8% | 0.07% | +204.2% |
| Q3 2021 | $1,431,000 | +42.4% | 33,585 | +46.8% | 0.02% | +41.2% |
| Q2 2021 | $1,005,000 | +95.5% | 22,877 | +88.3% | 0.02% | +54.5% |
| Q1 2021 | $514,000 | +127.4% | 12,152 | +92.9% | 0.01% | +120.0% |
| Q4 2020 | $226,000 | -90.6% | 6,299 | -93.0% | 0.01% | -92.8% |
| Q2 2020 | $2,407,000 | – | 90,590 | – | 0.07% | – |
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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% |