SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,362,237 | -1.8% | 64,017 | +3.4% | 0.69% | +3.6% |
| Q2 2023 | $2,404,597 | +3.9% | 61,910 | +1.1% | 0.67% | -0.9% |
| Q1 2023 | $2,313,691 | +1.9% | 61,257 | -0.2% | 0.67% | -6.1% |
| Q4 2022 | $2,270,013 | +8.3% | 61,401 | -0.2% | 0.72% | +1.8% |
| Q3 2022 | $2,096,000 | -1.8% | 61,544 | +3.8% | 0.70% | -0.6% |
| Q2 2022 | $2,134,000 | -14.5% | 59,316 | +0.0% | 0.71% | -0.1% |
| Q1 2022 | $2,495,000 | -6.3% | 59,313 | -0.4% | 0.71% | +1.4% |
| Q4 2021 | $2,662,000 | +5.9% | 59,559 | +1.0% | 0.70% | +1.6% |
| Q3 2021 | $2,513,000 | -2.4% | 58,998 | +0.7% | 0.69% | -12.9% |
| Q2 2021 | $2,575,000 | +0.5% | 58,597 | -3.3% | 0.79% | -3.7% |
| Q1 2021 | $2,561,000 | +24.4% | 60,577 | +5.4% | 0.82% | +14.4% |
| Q4 2020 | $2,058,000 | +42.0% | 57,482 | +8.6% | 0.72% | +6.1% |
| Q3 2020 | $1,449,000 | +6.2% | 52,916 | +3.0% | 0.68% | -1.0% |
| Q2 2020 | $1,365,000 | +39.6% | 51,382 | +14.8% | 0.68% | +14.0% |
| Q1 2020 | $978,000 | -29.4% | 44,773 | +5.5% | 0.60% | -1.3% |
| Q4 2019 | $1,385,000 | +0.7% | 42,435 | -7.4% | 0.61% | -12.2% |
| Q3 2019 | $1,375,000 | -0.5% | 45,844 | +1.6% | 0.69% | -0.3% |
| Q2 2019 | $1,382,000 | +9.5% | 45,119 | +8.1% | 0.69% | +7.6% |
| Q1 2019 | $1,262,000 | +12.8% | 41,730 | -1.7% | 0.64% | +6.3% |
| Q4 2018 | $1,119,000 | -23.6% | 42,465 | -3.6% | 0.60% | -14.9% |
| Q3 2018 | $1,465,000 | +13.1% | 44,070 | +9.9% | 0.71% | +22.2% |
| Q2 2018 | $1,295,000 | +74.5% | 40,105 | +61.8% | 0.58% | +66.8% |
| Q1 2018 | $742,000 | +352.4% | 24,790 | +354.9% | 0.35% | +371.6% |
| Q4 2017 | $164,000 | – | 5,450 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |