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 | $218,485 | -36.2% | 5,921 | -32.9% | 0.01% | -22.2% |
| Q2 2023 | $342,646 | -33.1% | 8,822 | -34.9% | 0.01% | -30.8% |
| Q1 2023 | $511,821 | -14.4% | 13,551 | -16.2% | 0.01% | -84.0% |
| Q4 2022 | $598,175 | -43.2% | 16,180 | -47.7% | 0.08% | -47.1% |
| Q3 2022 | $1,054,000 | -78.9% | 30,942 | -77.7% | 0.15% | -76.4% |
| Q2 2022 | $5,001,000 | -0.9% | 139,006 | +15.9% | 0.65% | +4.5% |
| Q1 2022 | $5,046,000 | +45.8% | 119,946 | +47.6% | 0.62% | +16.5% |
| Q3 2021 | $3,461,000 | +78.4% | 81,242 | +84.1% | 0.53% | +38.5% |
| Q2 2021 | $1,940,000 | -19.0% | 44,141 | -22.0% | 0.38% | -27.1% |
| Q1 2021 | $2,394,000 | -31.1% | 56,627 | -41.7% | 0.53% | +913.5% |
| Q4 2020 | $3,474,000 | +10.3% | 97,056 | -15.6% | 0.05% | -10.3% |
| Q3 2020 | $3,149,000 | -6.2% | 115,036 | -9.0% | 0.06% | -12.1% |
| Q2 2020 | $3,357,000 | -86.8% | 126,348 | -89.2% | 0.07% | -91.6% |
| Q1 2020 | $25,440,000 | -36.1% | 1,164,830 | -4.6% | 0.78% | -35.4% |
| Q4 2019 | $39,832,000 | +19.8% | 1,220,722 | +10.1% | 1.21% | -10.3% |
| Q3 2019 | $33,256,000 | -2.4% | 1,108,528 | -0.3% | 1.35% | -7.3% |
| Q2 2019 | $34,066,000 | +107.1% | 1,111,811 | +104.3% | 1.46% | +48.2% |
| Q1 2019 | $16,450,000 | +622.8% | 544,150 | +530.1% | 0.98% | +234.7% |
| Q4 2018 | $2,276,000 | -91.6% | 86,356 | -89.4% | 0.29% | -81.0% |
| Q3 2018 | $27,053,000 | +85.4% | 813,882 | +80.1% | 1.54% | +47.0% |
| Q2 2018 | $14,589,000 | +83.4% | 451,969 | +70.0% | 1.05% | +53.0% |
| Q1 2018 | $7,953,000 | +7.0% | 265,804 | +7.8% | 0.69% | -4.8% |
| Q4 2017 | $7,435,000 | +89.9% | 246,601 | +424.6% | 0.72% | +56.3% |
| Q2 2017 | $3,915,000 | – | 47,007 | – | 0.46% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |