SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,128 | +9.0% | 437,078 | +14.7% | 0.08% | +11.9% |
| Q2 2023 | $14,798 | +43.1% | 381,007 | +39.2% | 0.07% | +31.4% |
| Q1 2023 | $10,342 | +10.0% | 273,806 | +7.6% | 0.05% | +4.1% |
| Q4 2022 | $9,405 | -99.9% | 254,400 | +2.3% | 0.05% | +2.1% |
| Q3 2022 | $8,466,000 | +3.4% | 248,563 | +9.2% | 0.05% | +9.1% |
| Q2 2022 | $8,186,000 | -13.5% | 227,525 | +1.2% | 0.04% | +2.3% |
| Q1 2022 | $9,459,000 | -12.1% | 224,842 | -6.6% | 0.04% | -10.4% |
| Q4 2021 | $10,759,000 | +13.7% | 240,742 | +8.4% | 0.05% | +2.1% |
| Q3 2021 | $9,460,000 | +25.8% | 222,073 | +29.7% | 0.05% | +30.6% |
| Q2 2021 | $7,521,000 | +15.7% | 171,156 | +11.3% | 0.04% | +2.9% |
| Q1 2021 | $6,498,000 | +56.4% | 153,733 | +32.5% | 0.04% | +45.8% |
| Q4 2020 | $4,155,000 | +46.9% | 116,049 | +12.3% | 0.02% | +26.3% |
| Q3 2020 | $2,829,000 | +25.4% | 103,337 | +21.7% | 0.02% | +11.8% |
| Q2 2020 | $2,256,000 | +33.6% | 84,911 | +9.9% | 0.02% | +6.2% |
| Q1 2020 | $1,688,000 | -80.8% | 77,269 | -71.3% | 0.02% | -76.5% |
| Q4 2019 | $8,793,000 | +24.7% | 269,462 | +14.6% | 0.07% | +9.7% |
| Q3 2019 | $7,053,000 | +7.6% | 235,085 | +9.9% | 0.06% | +3.3% |
| Q2 2019 | $6,553,000 | +4.8% | 213,858 | +3.4% | 0.06% | 0.0% |
| Q1 2019 | $6,253,000 | +15.8% | 206,852 | +1.0% | 0.06% | 0.0% |
| Q4 2018 | $5,401,000 | -18.6% | 204,886 | +2.7% | 0.06% | -4.8% |
| Q3 2018 | $6,632,000 | +252.2% | 199,507 | +242.1% | 0.06% | +215.0% |
| Q2 2018 | $1,883,000 | +34.9% | 58,320 | +25.0% | 0.02% | +25.0% |
| Q1 2018 | $1,396,000 | +126.3% | 46,647 | +128.0% | 0.02% | +128.6% |
| Q4 2017 | $617,000 | – | 20,457 | – | 0.01% | – |
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% |