SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $649,605 | +1.2% | 17,604 | +6.5% | 1.01% | +16.3% |
| Q2 2023 | $641,741 | -15.4% | 16,523 | -17.8% | 0.87% | -10.9% |
| Q1 2023 | $758,883 | -1.4% | 20,092 | -3.5% | 0.98% | +18.4% |
| Q4 2022 | $769,545 | -18.7% | 20,815 | -24.2% | 0.83% | -20.4% |
| Q3 2022 | $946,000 | -3.5% | 27,473 | +0.2% | 1.04% | +0.3% |
| Q2 2022 | $980,000 | -18.9% | 27,424 | -4.5% | 1.04% | +10.3% |
| Q1 2022 | $1,208,000 | +461.9% | 28,720 | +495.9% | 0.94% | +490.6% |
| Q4 2021 | $215,000 | +3.9% | 4,820 | -1.0% | 0.16% | -4.8% |
| Q3 2021 | $207,000 | -2.8% | 4,870 | +1.0% | 0.17% | -4.6% |
| Q2 2021 | $213,000 | +5.4% | 4,820 | +0.8% | 0.18% | -1.7% |
| Q1 2021 | $202,000 | -17.6% | 4,780 | -48.1% | 0.18% | -38.2% |
| Q2 2020 | $245,000 | – | 9,210 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |