SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $355,679 | +55.1% | 9,639 | +63.3% | 0.01% | +37.5% |
Q2 2023 | $229,272 | +19412.5% | 5,903 | -81.0% | 0.01% | -78.4% |
Q1 2023 | $1,175 | +2765.9% | 31,126 | +2719.4% | 0.04% | +1750.0% |
Q4 2022 | $41 | -100.0% | 1,104 | -64.2% | 0.00% | +100.0% |
Q1 2022 | $130,000 | +35.4% | 3,087 | +42.0% | 0.00% | -50.0% |
Q2 2021 | $96,000 | +3100.0% | 2,174 | +3463.9% | 0.00% | – |
Q1 2021 | $3,000 | -97.9% | 61 | -98.5% | 0.00% | -100.0% |
Q4 2020 | $143,000 | -47.4% | 3,997 | -59.7% | 0.00% | +33.3% |
Q3 2020 | $272,000 | -54.1% | 9,918 | -55.6% | 0.00% | -87.5% |
Q2 2020 | $593,000 | -33.7% | 22,342 | -45.4% | 0.02% | -55.6% |
Q1 2020 | $894,000 | +8.1% | 40,914 | +61.3% | 0.05% | -21.7% |
Q4 2019 | $827,000 | +24.9% | 25,359 | +14.9% | 0.07% | +53.3% |
Q3 2019 | $662,000 | -41.6% | 22,062 | -40.4% | 0.04% | -40.8% |
Q2 2019 | $1,134,000 | +35.0% | 37,020 | +33.2% | 0.08% | +49.0% |
Q1 2019 | $840,000 | +566.7% | 27,801 | +479.8% | 0.05% | +466.7% |
Q4 2018 | $126,000 | -85.9% | 4,795 | -82.2% | 0.01% | -86.4% |
Q3 2018 | $894,000 | +39.9% | 26,907 | +36.0% | 0.07% | +83.3% |
Q2 2018 | $639,000 | -11.5% | 19,782 | -18.0% | 0.04% | -41.9% |
Q1 2018 | $722,000 | +36000.0% | 24,137 | +100470.8% | 0.06% | – |
Q3 2015 | $2,000 | -33.3% | 24 | -47.8% | 0.00% | – |
Q1 2014 | $3,000 | – | 46 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |