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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,127,000 | +48.2% | 181,844 | +41.3% | 1.58% | +38.6% |
| Q3 2021 | $5,484,000 | -13.5% | 128,735 | -10.8% | 1.14% | -12.4% |
| Q2 2021 | $6,343,000 | -7.3% | 144,345 | -10.8% | 1.30% | -13.6% |
| Q1 2021 | $6,843,000 | +10.1% | 161,881 | -6.8% | 1.50% | +14.0% |
| Q4 2020 | $6,217,000 | +8.3% | 173,652 | -17.2% | 1.32% | -25.9% |
| Q3 2020 | $5,743,000 | +70.7% | 209,748 | +65.7% | 1.78% | +82.4% |
| Q2 2020 | $3,364,000 | +23.3% | 126,595 | +1.3% | 0.98% | -44.0% |
| Q1 2020 | $2,729,000 | -72.9% | 124,962 | -59.6% | 1.74% | -12.6% |
| Q4 2019 | $10,085,000 | +3.8% | 309,084 | -4.5% | 1.99% | -19.0% |
| Q3 2019 | $9,713,000 | -60.7% | 323,753 | -59.9% | 2.46% | +39.0% |
| Q2 2019 | $24,722,000 | +1.7% | 806,852 | +0.4% | 1.77% | -31.9% |
| Q1 2019 | $24,302,000 | – | 803,890 | – | 2.60% | – |
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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% |