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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315 | +18.0% | 8,530 | +24.0% | 0.04% | +17.1% |
| Q2 2023 | $267 | -3.6% | 6,878 | -6.4% | 0.04% | -7.9% |
| Q1 2023 | $277 | +11.2% | 7,347 | +9.2% | 0.04% | -2.6% |
| Q4 2022 | $249 | -99.9% | 6,727 | 0.0% | 0.04% | +8.3% |
| Q3 2022 | $229,000 | -5.4% | 6,727 | 0.0% | 0.04% | +89.5% |
| Q2 2022 | $242,000 | -14.5% | 6,727 | 0.0% | 0.02% | +35.7% |
| Q1 2022 | $283,000 | +18.9% | 6,727 | +26.5% | 0.01% | +16.7% |
| Q4 2021 | $238,000 | -2.5% | 5,316 | -7.0% | 0.01% | -7.7% |
| Q3 2021 | $244,000 | -2.8% | 5,716 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $251,000 | +4.6% | 5,716 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $240,000 | +18.2% | 5,668 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $203,000 | -57.4% | 5,668 | -67.5% | 0.01% | -60.0% |
| Q3 2020 | $477,000 | -49.8% | 17,421 | -51.3% | 0.03% | -16.7% |
| Q2 2020 | $950,000 | +166.1% | 35,778 | +118.8% | 0.04% | +16.1% |
| Q1 2020 | $357,000 | -36.4% | 16,352 | -4.9% | 0.03% | -32.6% |
| Q4 2019 | $561,000 | +8.7% | 17,197 | +0.0% | 0.05% | -14.8% |
| Q3 2019 | $516,000 | +12.9% | 17,195 | +15.3% | 0.05% | +3.8% |
| Q2 2019 | $457,000 | +1.6% | 14,909 | +0.2% | 0.05% | +23.8% |
| Q1 2019 | $450,000 | +14.8% | 14,879 | +0.0% | 0.04% | +50.0% |
| Q4 2018 | $392,000 | +5.9% | 14,878 | +33.4% | 0.03% | +21.7% |
| Q3 2018 | $370,000 | – | 11,156 | – | 0.02% | – |
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% |