SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,698 | -7.9% | 2,566 | -3.1% | 0.01% | 0.0% |
| Q2 2023 | $102,809 | -2.1% | 2,647 | -4.7% | 0.01% | -10.0% |
| Q1 2023 | $104,963 | +6.1% | 2,779 | +3.8% | 0.01% | 0.0% |
| Q4 2022 | $98,932 | +7.5% | 2,676 | -1.0% | 0.01% | +11.1% |
| Q3 2022 | $92,000 | -13.2% | 2,703 | -8.1% | 0.01% | -10.0% |
| Q2 2022 | $106,000 | -15.9% | 2,942 | -1.7% | 0.01% | +25.0% |
| Q1 2022 | $126,000 | +17.8% | 2,993 | +24.6% | 0.01% | +14.3% |
| Q4 2021 | $107,000 | -0.9% | 2,402 | -4.9% | 0.01% | -12.5% |
| Q3 2021 | $108,000 | -2.7% | 2,525 | +0.3% | 0.01% | +14.3% |
| Q2 2021 | $111,000 | 0.0% | 2,518 | -4.4% | 0.01% | -12.5% |
| Q1 2021 | $111,000 | +16.8% | 2,634 | -0.3% | 0.01% | 0.0% |
| Q4 2020 | $95,000 | +25.0% | 2,643 | -4.2% | 0.01% | +14.3% |
| Q3 2020 | $76,000 | -5.0% | 2,759 | -8.6% | 0.01% | +16.7% |
| Q2 2020 | $80,000 | -77.7% | 3,017 | -81.6% | 0.01% | -81.8% |
| Q1 2020 | $358,000 | -66.6% | 16,392 | -50.1% | 0.03% | -63.7% |
| Q4 2019 | $1,071,000 | +5.1% | 32,818 | -3.4% | 0.09% | -3.2% |
| Q3 2019 | $1,019,000 | +9.1% | 33,957 | +11.4% | 0.09% | -8.7% |
| Q2 2019 | $934,000 | +45.3% | 30,495 | +43.4% | 0.10% | +30.4% |
| Q1 2019 | $643,000 | -14.0% | 21,270 | -25.0% | 0.08% | -23.3% |
| Q4 2018 | $748,000 | -6.3% | 28,372 | +18.1% | 0.10% | +3.0% |
| Q3 2018 | $798,000 | +65.9% | 24,022 | +61.2% | 0.10% | +53.8% |
| Q2 2018 | $481,000 | +17.0% | 14,905 | +8.6% | 0.06% | +14.0% |
| Q1 2018 | $411,000 | +1225.8% | 13,729 | +1222.6% | 0.06% | +1040.0% |
| Q4 2017 | $31,000 | – | 1,038 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |