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 | $98,462,738 | +25.0% | 2,668,367 | +31.6% | 0.04% | +28.6% |
| Q2 2023 | $78,758,810 | +40.1% | 2,027,776 | +36.3% | 0.04% | +29.6% |
| Q1 2023 | $56,209,084 | +24.5% | 1,488,194 | +21.9% | 0.03% | +17.4% |
| Q4 2022 | $45,151,175 | +6.9% | 1,221,292 | -1.5% | 0.02% | -4.2% |
| Q3 2022 | $42,223,000 | -2.9% | 1,239,663 | +2.6% | 0.02% | 0.0% |
| Q2 2022 | $43,492,000 | -3.1% | 1,208,785 | +13.3% | 0.02% | +4.3% |
| Q1 2022 | $44,894,000 | -5.0% | 1,067,135 | +0.9% | 0.02% | 0.0% |
| Q4 2021 | $47,273,000 | +2.6% | 1,057,795 | -2.2% | 0.02% | -8.0% |
| Q3 2021 | $46,061,000 | -14.3% | 1,081,091 | -11.6% | 0.02% | -19.4% |
| Q2 2021 | $53,740,000 | -35.4% | 1,223,066 | -37.9% | 0.03% | -42.6% |
| Q1 2021 | $83,226,000 | +61.5% | 1,968,913 | +36.8% | 0.05% | +38.5% |
| Q4 2020 | $51,538,000 | +161.1% | 1,439,610 | +99.7% | 0.04% | +129.4% |
| Q3 2020 | $19,738,000 | -8.8% | 720,890 | -11.5% | 0.02% | -19.0% |
| Q2 2020 | $21,647,000 | +161.1% | 814,726 | +114.6% | 0.02% | +110.0% |
| Q1 2020 | $8,292,000 | -13.9% | 379,662 | +28.6% | 0.01% | 0.0% |
| Q4 2019 | $9,635,000 | +14.2% | 295,289 | +5.0% | 0.01% | +11.1% |
| Q3 2019 | $8,435,000 | +13.4% | 281,177 | +15.9% | 0.01% | 0.0% |
| Q2 2019 | $7,436,000 | +23.7% | 242,699 | +22.1% | 0.01% | +12.5% |
| Q1 2019 | $6,010,000 | -58.5% | 198,825 | -63.8% | 0.01% | -63.6% |
| Q4 2018 | $14,474,000 | -5.8% | 549,083 | +18.7% | 0.02% | -18.5% |
| Q3 2018 | $15,372,000 | – | 462,442 | – | 0.03% | – |
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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% |