SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,492,194 | +0.7% | 40,439 | +6.0% | 0.18% | +5.2% |
| Q2 2023 | $1,481,667 | +10.1% | 38,148 | +7.1% | 0.17% | +6.1% |
| Q1 2023 | $1,345,596 | +6.6% | 35,626 | +4.3% | 0.16% | +1.2% |
| Q4 2022 | $1,262,281 | +16.8% | 34,143 | +7.6% | 0.16% | +18.2% |
| Q3 2022 | $1,081,000 | -10.0% | 31,741 | -4.9% | 0.14% | +3.8% |
| Q2 2022 | $1,201,000 | -16.9% | 33,377 | -2.8% | 0.13% | -5.7% |
| Q1 2022 | $1,445,000 | +6.6% | 34,350 | +13.3% | 0.14% | +12.9% |
| Q4 2021 | $1,355,000 | +14.4% | 30,324 | +9.1% | 0.12% | +7.8% |
| Q3 2021 | $1,184,000 | -4.7% | 27,784 | -1.8% | 0.12% | -3.4% |
| Q2 2021 | $1,243,000 | +4.5% | 28,290 | +0.5% | 0.12% | 0.0% |
| Q1 2021 | $1,190,000 | +9.9% | 28,147 | -7.0% | 0.12% | +5.3% |
| Q4 2020 | $1,083,000 | +29.9% | 30,263 | -0.6% | 0.11% | +18.9% |
| Q3 2020 | $834,000 | +33.9% | 30,456 | +29.8% | 0.10% | +25.0% |
| Q2 2020 | $623,000 | +44.9% | 23,457 | +19.2% | 0.08% | +31.0% |
| Q1 2020 | $430,000 | +19.8% | 19,671 | +78.7% | 0.06% | +34.9% |
| Q4 2019 | $359,000 | +2.3% | 11,010 | -6.0% | 0.04% | 0.0% |
| Q3 2019 | $351,000 | +21.0% | 11,716 | +23.6% | 0.04% | +7.5% |
| Q2 2019 | $290,000 | +6.2% | 9,476 | +4.7% | 0.04% | +2.6% |
| Q1 2019 | $273,000 | +3800.0% | 9,047 | +3379.6% | 0.04% | +3800.0% |
| Q4 2018 | $7,000 | – | 260 | – | 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% |