SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,116 | +448.1% | 410 | +477.5% | 0.00% | – |
Q2 2023 | $2,758 | -33.0% | 71 | -34.9% | 0.00% | – |
Q1 2023 | $4,117 | +185.5% | 109 | +179.5% | 0.00% | – |
Q4 2022 | $1,442 | +44.2% | 39 | 0.0% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | -50.0% | 39 | 0.0% | 0.00% | – |
Q1 2022 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
Q4 2021 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
Q3 2021 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
Q2 2021 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
Q1 2021 | $2,000 | – | 39 | +3800.0% | 0.00% | – |
Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2020 | $0 | -100.0% | 1 | -99.5% | 0.00% | -100.0% |
Q4 2018 | $6,000 | -70.0% | 221 | -26.8% | 0.00% | -75.0% |
Q4 2015 | $20,000 | 0.0% | 302 | 0.0% | 0.00% | -20.0% |
Q3 2015 | $20,000 | – | 302 | – | 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% |