SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 154 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,595,472 | -13.5% | 232,940 | -8.9% | 0.02% | -51.9% |
| Q2 2023 | $9,931,648 | +324.6% | 255,707 | +312.9% | 0.05% | +940.0% |
| Q1 2023 | $2,338,983 | +20.7% | 61,927 | +18.2% | 0.01% | +25.0% |
| Q4 2022 | $1,937,413 | +332.5% | 52,405 | +298.6% | 0.00% | +300.0% |
| Q3 2022 | $448,000 | -7.1% | 13,146 | -1.8% | 0.00% | 0.0% |
| Q2 2022 | $482,000 | -5.7% | 13,386 | +10.1% | 0.00% | 0.0% |
| Q1 2022 | $511,000 | -5.5% | 12,156 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $541,000 | +5.5% | 12,105 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $513,000 | +2.0% | 12,044 | +5.3% | 0.00% | 0.0% |
| Q2 2021 | $503,000 | +3.9% | 11,440 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $484,000 | +34.8% | 11,440 | +14.0% | 0.00% | +100.0% |
| Q4 2020 | $359,000 | +31.5% | 10,037 | +0.8% | 0.00% | 0.0% |
| Q3 2020 | $273,000 | +2.2% | 9,957 | -0.9% | 0.00% | 0.0% |
| Q2 2020 | $267,000 | +21.4% | 10,050 | -0.4% | 0.00% | 0.0% |
| Q1 2020 | $220,000 | -37.9% | 10,086 | -7.1% | 0.00% | -50.0% |
| Q4 2019 | $354,000 | +26.0% | 10,862 | +15.9% | 0.00% | +100.0% |
| Q3 2019 | $281,000 | -1.7% | 9,369 | +0.5% | 0.00% | -50.0% |
| Q2 2019 | $286,000 | +17.2% | 9,318 | +0.6% | 0.00% | +100.0% |
| Q4 2018 | $244,000 | -20.8% | 9,266 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $308,000 | +3.0% | 9,266 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $299,000 | – | 9,266 | – | 0.00% | – |
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% |