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 | $24,181 | -3.8% | 651,241 | +0.2% | 0.31% | -4.3% |
| Q2 2023 | $25,139 | +4.9% | 649,772 | +0.5% | 0.32% | +0.6% |
| Q1 2023 | $23,962 | -0.8% | 646,230 | -0.3% | 0.32% | -2.1% |
| Q4 2022 | $24,162 | -99.9% | 648,395 | -0.2% | 0.33% | -4.4% |
| Q3 2022 | $24,314,000 | +1.3% | 650,013 | -1.8% | 0.34% | +6.8% |
| Q2 2022 | $24,003,000 | -14.1% | 662,083 | +1.4% | 0.32% | +3.5% |
| Q1 2022 | $27,942,000 | +3.0% | 652,878 | +7.5% | 0.31% | +3.0% |
| Q4 2021 | $27,136,000 | +4.4% | 607,184 | +1.0% | 0.30% | -1.6% |
| Q3 2021 | $25,992,000 | -13.6% | 600,875 | -12.4% | 0.31% | -14.7% |
| Q2 2021 | $30,068,000 | +20.7% | 686,173 | +15.9% | 0.36% | +10.8% |
| Q1 2021 | $24,915,000 | +14.6% | 592,227 | -2.5% | 0.32% | +7.6% |
| Q4 2020 | $21,747,000 | +28.1% | 607,471 | -2.4% | 0.30% | +14.8% |
| Q3 2020 | $16,980,000 | +103.7% | 622,494 | +95.6% | 0.26% | +92.0% |
| Q2 2020 | $8,336,000 | +17.3% | 318,177 | -2.1% | 0.14% | +6.2% |
| Q1 2020 | $7,107,000 | +17.0% | 324,901 | +74.5% | 0.13% | +35.8% |
| Q4 2019 | $6,074,000 | – | 186,146 | – | 0.10% | – |
Download | ||||||
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% |