SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 236 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,093,000 | -4.4% | 120,160 | +2.7% | 0.18% | -2.2% |
| Q2 2022 | $4,281,000 | -28.2% | 116,981 | -17.1% | 0.18% | -21.4% |
| Q1 2022 | $5,963,000 | +97.3% | 141,144 | +110.9% | 0.23% | +61.3% |
| Q4 2021 | $3,023,000 | -19.9% | 66,922 | -24.5% | 0.14% | -22.8% |
| Q3 2021 | $3,774,000 | -27.9% | 88,595 | -25.7% | 0.18% | -22.4% |
| Q2 2021 | $5,238,000 | +29.1% | 119,211 | +24.2% | 0.24% | +11.8% |
| Q1 2021 | $4,057,000 | +80.2% | 95,986 | +52.7% | 0.21% | +76.7% |
| Q4 2020 | $2,251,000 | -4.9% | 62,874 | -27.3% | 0.12% | -38.8% |
| Q3 2020 | $2,367,000 | +5.9% | 86,449 | +1.5% | 0.20% | -4.9% |
| Q2 2020 | $2,236,000 | +139.7% | 85,191 | +85.5% | 0.21% | +145.2% |
| Q1 2020 | $933,000 | – | 45,914 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |