SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $734,495 | -7.8% | 19,905 | -2.9% | 0.16% | -2.5% |
| Q2 2023 | $796,570 | -6.4% | 20,509 | -10.9% | 0.16% | -8.0% |
| Q1 2023 | $851,050 | +0.0% | 23,020 | 0.0% | 0.18% | 0.0% |
| Q4 2022 | $851,049 | +8.6% | 23,020 | 0.0% | 0.18% | -6.4% |
| Q3 2022 | $784,000 | +5.4% | 23,020 | +11.4% | 0.19% | +10.0% |
| Q2 2022 | $744,000 | +14.3% | 20,673 | +33.5% | 0.17% | +18.9% |
| Q1 2022 | $651,000 | -33.5% | 15,484 | -29.3% | 0.14% | -33.2% |
| Q4 2021 | $979,000 | +4.9% | 21,909 | 0.0% | 0.21% | +2.4% |
| Q3 2021 | $933,000 | -4.7% | 21,909 | -1.7% | 0.21% | -7.1% |
| Q2 2021 | $979,000 | -1.4% | 22,287 | -5.1% | 0.22% | -16.4% |
| Q1 2021 | $993,000 | +15.2% | 23,487 | -2.4% | 0.27% | +2.7% |
| Q4 2020 | $862,000 | +24.9% | 24,076 | -4.4% | 0.26% | +12.9% |
| Q3 2020 | $690,000 | +3.8% | 25,190 | +0.6% | 0.23% | -0.9% |
| Q2 2020 | $665,000 | -20.4% | 25,035 | -34.5% | 0.23% | -26.9% |
| Q1 2020 | $835,000 | -45.5% | 38,221 | -18.6% | 0.32% | -30.9% |
| Q4 2019 | $1,533,000 | +10.9% | 46,975 | +2.0% | 0.46% | +6.7% |
| Q3 2019 | $1,382,000 | +4.1% | 46,055 | +6.4% | 0.43% | +3.1% |
| Q2 2019 | $1,327,000 | +3.8% | 43,301 | +2.4% | 0.42% | +3.4% |
| Q1 2019 | $1,279,000 | +17.1% | 42,294 | +2.1% | 0.41% | +4.6% |
| Q4 2018 | $1,092,000 | – | 41,444 | – | 0.39% | – |
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% |