SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213 | -99.9% | 5,778 | -19.5% | 0.03% | -25.0% |
| Q2 2023 | $278,808 | +25.8% | 7,178 | +22.3% | 0.04% | +9.1% |
| Q1 2023 | $221,666 | +1.6% | 5,868 | -0.6% | 0.03% | -5.7% |
| Q4 2022 | $218,262 | +9.1% | 5,903 | +0.1% | 0.04% | +105.9% |
| Q3 2022 | $200,000 | -5.2% | 5,899 | +0.6% | 0.02% | -48.5% |
| Q2 2022 | $211,000 | -14.6% | 5,864 | -0.3% | 0.03% | -13.2% |
| Q1 2022 | $247,000 | -16.0% | 5,881 | -10.6% | 0.04% | +245.5% |
| Q4 2021 | $294,000 | -89.5% | 6,579 | -90.0% | 0.01% | -97.4% |
| Q3 2021 | $2,793,000 | -4.8% | 65,558 | -1.8% | 0.42% | -4.3% |
| Q2 2021 | $2,933,000 | +39.5% | 66,758 | +34.3% | 0.44% | +32.9% |
| Q1 2021 | $2,102,000 | +453.2% | 49,726 | +368.9% | 0.33% | +430.2% |
| Q4 2020 | $380,000 | -0.3% | 10,604 | -23.7% | 0.06% | -12.5% |
| Q3 2020 | $381,000 | +21.0% | 13,898 | +17.3% | 0.07% | +16.1% |
| Q2 2020 | $315,000 | -19.6% | 11,851 | -1.3% | 0.06% | -19.5% |
| Q4 2019 | $392,000 | +12.0% | 12,009 | +2.9% | 0.08% | +2.7% |
| Q3 2019 | $350,000 | +0.9% | 11,670 | +3.1% | 0.08% | -9.6% |
| Q2 2019 | $347,000 | +52.2% | 11,324 | +50.2% | 0.08% | +29.7% |
| Q1 2019 | $228,000 | -89.7% | 7,540 | -91.0% | 0.06% | -92.3% |
| Q4 2018 | $2,215,000 | -25.8% | 84,034 | -6.4% | 0.83% | -11.5% |
| Q3 2018 | $2,985,000 | +7.0% | 89,805 | -3.0% | 0.93% | +11.2% |
| Q4 2017 | $2,791,000 | – | 92,558 | – | 0.84% | – |
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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% |