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 | $292,531 | -1.5% | 7,928 | +3.7% | 0.03% | 0.0% |
| Q2 2023 | $297,058 | +2.0% | 7,648 | -0.8% | 0.03% | 0.0% |
| Q1 2023 | $291,104 | -11.7% | 7,707 | -13.6% | 0.03% | -16.2% |
| Q4 2022 | $329,585 | +5.6% | 8,915 | -2.5% | 0.04% | 0.0% |
| Q3 2022 | $312,000 | -1.6% | 9,141 | +3.6% | 0.04% | +2.8% |
| Q2 2022 | $317,000 | +5.7% | 8,823 | +23.7% | 0.04% | +20.0% |
| Q1 2022 | $300,000 | -3.8% | 7,132 | -2.3% | 0.03% | -6.2% |
| Q4 2021 | $312,000 | +16.4% | 7,299 | +16.1% | 0.03% | -27.3% |
| Q3 2021 | $268,000 | +6.3% | 6,287 | +9.5% | 0.04% | +7.3% |
| Q2 2021 | $252,000 | +131.2% | 5,741 | +43.8% | 0.04% | +173.3% |
| Q3 2020 | $109,000 | +22.5% | 3,991 | -2.2% | 0.02% | -11.8% |
| Q1 2020 | $89,000 | -21.2% | 4,079 | +18.2% | 0.02% | 0.0% |
| Q4 2019 | $113,000 | -96.5% | 3,450 | +5.7% | 0.02% | -96.3% |
| Q3 2019 | $3,265,000 | +6.8% | 3,265 | -96.5% | 0.45% | +5.8% |
| Q2 2019 | $3,056,000 | +250.1% | 93,636 | +3143.4% | 0.43% | +210.9% |
| Q1 2019 | $873,000 | – | 2,887 | – | 0.14% | – |
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% |