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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,615 | -99.9% | 70,743 | +17.1% | 0.08% | +16.7% |
| Q3 2022 | $2,058,000 | -30.0% | 60,411 | -26.1% | 0.07% | -26.5% |
| Q2 2022 | $2,942,000 | -7.0% | 81,778 | +8.8% | 0.10% | +3.2% |
| Q1 2022 | $3,163,000 | -20.1% | 75,190 | -15.2% | 0.10% | -18.1% |
| Q4 2021 | $3,960,000 | +5.4% | 88,616 | +0.5% | 0.12% | -2.5% |
| Q3 2021 | $3,758,000 | -3.6% | 88,212 | -0.6% | 0.12% | -6.3% |
| Q2 2021 | $3,899,000 | +2.5% | 88,723 | -1.4% | 0.13% | -5.9% |
| Q1 2021 | $3,804,000 | +1.6% | 89,989 | -14.0% | 0.14% | -6.9% |
| Q4 2020 | $3,744,000 | +25.5% | 104,589 | -4.0% | 0.14% | +8.2% |
| Q3 2020 | $2,983,000 | -17.7% | 108,935 | -20.1% | 0.13% | -23.0% |
| Q2 2020 | $3,624,000 | – | 136,405 | – | 0.17% | – |
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% |