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 | $32,834,026 | +961.8% | 889,811 | +1017.7% | 0.01% | – |
| Q2 2023 | $3,092,208 | +230.1% | 79,614 | +221.0% | 0.00% | – |
| Q1 2023 | $936,809 | +107.5% | 24,803 | +103.1% | 0.00% | – |
| Q4 2022 | $451,478 | -29.3% | 12,212 | -31.3% | 0.00% | – |
| Q2 2022 | $639,000 | -78.3% | 17,770 | -74.6% | 0.00% | – |
| Q1 2022 | $2,938,000 | +287.6% | 69,839 | +311.8% | 0.00% | – |
| Q4 2021 | $758,000 | +217.2% | 16,960 | +202.9% | 0.00% | – |
| Q3 2021 | $239,000 | -80.8% | 5,600 | -80.2% | 0.00% | – |
| Q2 2021 | $1,245,000 | -61.8% | 28,322 | -63.3% | 0.00% | -100.0% |
| Q1 2021 | $3,263,000 | +208.4% | 77,189 | +161.2% | 0.00% | – |
| Q4 2020 | $1,058,000 | +261.1% | 29,554 | +176.5% | 0.00% | – |
| Q3 2020 | $293,000 | -87.1% | 10,690 | -87.5% | 0.00% | -100.0% |
| Q2 2020 | $2,271,000 | +341.0% | 85,465 | +441.4% | 0.00% | – |
| Q4 2019 | $515,000 | -71.5% | 15,786 | -71.8% | 0.00% | -100.0% |
| Q2 2018 | $1,805,000 | +208.0% | 55,914 | +185.6% | 0.00% | – |
| Q1 2018 | $586,000 | -5.0% | 19,576 | -4.3% | 0.00% | – |
| Q4 2017 | $617,000 | -69.8% | 20,457 | -12.4% | 0.00% | -100.0% |
| Q3 2017 | $2,044,000 | -53.3% | 23,359 | -55.6% | 0.00% | -50.0% |
| Q2 2017 | $4,378,000 | -33.8% | 52,565 | -35.1% | 0.00% | -33.3% |
| Q1 2017 | $6,609,000 | +189.0% | 81,047 | +161.9% | 0.00% | +200.0% |
| Q3 2016 | $2,287,000 | -56.5% | 30,950 | -60.4% | 0.00% | -66.7% |
| Q2 2016 | $5,256,000 | +47.2% | 78,206 | +43.3% | 0.00% | +50.0% |
| Q1 2016 | $3,570,000 | +155.4% | 54,572 | +152.4% | 0.00% | +100.0% |
| Q3 2015 | $1,398,000 | -53.4% | 21,624 | -46.6% | 0.00% | 0.0% |
| Q2 2015 | $2,998,000 | +74.8% | 40,529 | +75.2% | 0.00% | 0.0% |
| Q1 2015 | $1,715,000 | -56.5% | 23,132 | -58.1% | 0.00% | -50.0% |
| Q4 2014 | $3,941,000 | +328.8% | 55,231 | +294.5% | 0.00% | – |
| Q3 2014 | $919,000 | -49.2% | 14,000 | -45.1% | 0.00% | -100.0% |
| Q2 2014 | $1,809,000 | +213.0% | 25,496 | +205.4% | 0.00% | – |
| Q4 2013 | $578,000 | – | 8,348 | – | 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% |