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 | $53,352,088 | -2.4% | 1,445,867 | +2.7% | 0.14% | -2.1% |
| Q2 2023 | $54,658,758 | +578544.5% | 1,407,275 | +462.7% | 0.15% | +440.7% |
| Q1 2023 | $9,446 | +2.1% | 250,097 | -0.1% | 0.03% | -10.0% |
| Q4 2022 | $9,253 | -99.8% | 250,289 | +97.6% | 0.03% | +76.5% |
| Q3 2022 | $4,313,000 | -6.2% | 126,653 | -0.9% | 0.02% | -10.5% |
| Q2 2022 | $4,599,000 | -22.0% | 127,799 | -8.8% | 0.02% | -13.6% |
| Q1 2022 | $5,898,000 | +365.5% | 140,204 | +394.5% | 0.02% | +340.0% |
| Q4 2021 | $1,267,000 | +46.0% | 28,355 | +39.2% | 0.01% | 0.0% |
| Q3 2021 | $868,000 | +0.1% | 20,372 | +3.3% | 0.01% | 0.0% |
| Q2 2021 | $867,000 | +61.5% | 19,730 | +55.4% | 0.01% | +25.0% |
| Q1 2021 | $537,000 | +136.6% | 12,698 | +71.8% | 0.00% | +33.3% |
| Q2 2019 | $227,000 | – | 7,393 | – | 0.00% | – |
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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% |