SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11 | -8.3% | 11,000 | +682.4% | 0.00% | -50.0% |
| Q2 2023 | $12 | +71.4% | 1,406 | -73.0% | 0.00% | – |
| Q1 2023 | $7 | +600.0% | 5,200 | +271.4% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 1,400 | -55.2% | 0.00% | – |
| Q3 2022 | $1,000 | – | 3,124 | +524.8% | 0.00% | – |
| Q2 2022 | $0 | – | 500 | +66.7% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 300 | -92.5% | 0.00% | – |
| Q4 2021 | $17,000 | +112.5% | 4,000 | +53.8% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 2,600 | +8.3% | 0.00% | – |
| Q2 2021 | $8,000 | -91.2% | 2,400 | -69.9% | 0.00% | -100.0% |
| Q1 2021 | $91,000 | +97.8% | 7,979 | +3.6% | 0.01% | +150.0% |
| Q4 2020 | $46,000 | +7.0% | 7,699 | +1.3% | 0.00% | -33.3% |
| Q3 2020 | $43,000 | -73.9% | 7,600 | -11.6% | 0.00% | -72.7% |
| Q2 2020 | $165,000 | +18.7% | 8,600 | +28.4% | 0.01% | +57.1% |
| Q1 2020 | $139,000 | +16.8% | 6,700 | +17.5% | 0.01% | 0.0% |
| Q4 2019 | $119,000 | +120.4% | 5,700 | +200.0% | 0.01% | +40.0% |
| Q3 2019 | $54,000 | – | 1,900 | – | 0.01% | – |
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% |