SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,057,812 | -4.4% | 28,667 | +0.6% | 0.02% | -6.2% |
| Q2 2023 | $1,106,552 | +16.2% | 28,490 | +10.6% | 0.02% | -5.9% |
| Q1 2023 | $952,310 | 0.0% | 25,759 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $952,310 | +3.6% | 25,759 | -4.5% | 0.02% | -10.5% |
| Q3 2022 | $919,000 | -6.7% | 26,984 | -1.4% | 0.02% | 0.0% |
| Q2 2022 | $985,000 | -9.4% | 27,363 | +5.9% | 0.02% | -9.5% |
| Q1 2022 | $1,087,000 | -5.9% | 25,837 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $1,155,000 | +4.3% | 25,837 | -0.6% | 0.02% | -4.3% |
| Q3 2021 | $1,107,000 | -9.9% | 25,982 | -7.0% | 0.02% | -23.3% |
| Q2 2021 | $1,228,000 | -3.8% | 27,940 | -7.5% | 0.03% | -52.4% |
| Q1 2021 | $1,277,000 | +6.9% | 30,221 | -9.5% | 0.06% | 0.0% |
| Q4 2020 | $1,195,000 | +285.5% | 33,381 | +135.1% | 0.06% | +110.0% |
| Q1 2020 | $310,000 | – | 14,200 | – | 0.03% | – |
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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% |