SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 212 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,452,593 | -19.9% | 391,669 | -15.7% | 0.87% | -12.7% |
Q2 2023 | $18,042,852 | -7.0% | 464,543 | -9.6% | 1.00% | -3.8% |
Q1 2023 | $19,403,296 | -0.3% | 513,722 | -2.4% | 1.04% | -5.2% |
Q4 2022 | $19,466,567 | -56.9% | 526,550 | -60.3% | 1.10% | -64.0% |
Q3 2022 | $45,154,000 | -9.8% | 1,325,705 | -4.7% | 3.04% | -15.8% |
Q2 2022 | $50,073,000 | -15.5% | 1,391,688 | -1.2% | 3.62% | -16.6% |
Q1 2022 | $59,283,000 | -7.7% | 1,409,144 | -1.9% | 4.34% | -1.4% |
Q4 2021 | $64,200,000 | +2.7% | 1,436,560 | -2.1% | 4.40% | -13.9% |
Q3 2021 | $62,496,000 | -7.1% | 1,467,091 | -4.2% | 5.11% | -6.3% |
Q2 2021 | $67,283,000 | -2.8% | 1,531,291 | -6.5% | 5.45% | -18.2% |
Q1 2021 | $69,252,000 | +12.4% | 1,638,327 | -4.8% | 6.67% | +10.5% |
Q4 2020 | $61,590,000 | +27.4% | 1,720,384 | -2.6% | 6.03% | -2.1% |
Q3 2020 | $48,339,000 | +5.2% | 1,765,469 | +2.1% | 6.16% | -3.8% |
Q2 2020 | $45,937,000 | +33.3% | 1,728,904 | +9.6% | 6.40% | +31.2% |
Q1 2020 | $34,465,000 | -17.1% | 1,578,046 | +23.9% | 4.88% | -3.1% |
Q4 2019 | $41,567,000 | +16.2% | 1,273,885 | +6.8% | 5.04% | +4.8% |
Q3 2019 | $35,785,000 | +11.1% | 1,192,851 | +13.4% | 4.81% | +6.0% |
Q2 2019 | $32,221,000 | +14.7% | 1,051,588 | +13.2% | 4.54% | +7.8% |
Q1 2019 | $28,081,000 | +41.3% | 928,928 | +23.2% | 4.21% | +34.3% |
Q4 2018 | $19,871,000 | +0.9% | 753,822 | +27.3% | 3.13% | +3.0% |
Q3 2018 | $19,685,000 | +28.6% | 592,215 | +24.8% | 3.04% | +16.6% |
Q2 2018 | $15,313,000 | +58.4% | 474,395 | +46.9% | 2.61% | +48.5% |
Q1 2018 | $9,665,000 | – | 323,015 | – | 1.76% | – |
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% |