SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,656,252 | +36.8% | 315,887 | +44.0% | 0.10% | +38.9% |
Q2 2023 | $8,522,414 | +11.7% | 219,424 | +8.6% | 0.07% | -6.5% |
Q1 2023 | $7,629,924 | +11.0% | 202,010 | +8.7% | 0.08% | +1.3% |
Q4 2022 | $6,873,292 | +6.1% | 185,915 | -2.3% | 0.08% | -7.3% |
Q3 2022 | $6,479,000 | -6.5% | 190,211 | -1.2% | 0.08% | -13.7% |
Q2 2022 | $6,927,000 | -18.2% | 192,527 | -4.4% | 0.10% | -12.0% |
Q1 2022 | $8,470,000 | -15.3% | 201,335 | -10.0% | 0.11% | -23.9% |
Q4 2021 | $9,998,000 | -70.3% | 223,720 | -71.6% | 0.14% | -74.7% |
Q3 2021 | $33,617,000 | -4.7% | 789,125 | -1.7% | 0.56% | -14.0% |
Q2 2021 | $35,267,000 | +6.0% | 802,613 | +2.0% | 0.65% | -4.5% |
Q1 2021 | $33,270,000 | +14.7% | 787,080 | -2.8% | 0.68% | -10.2% |
Q4 2020 | $29,002,000 | -36.4% | 810,104 | -51.4% | 0.76% | -44.6% |
Q3 2020 | $45,612,000 | +4.0% | 1,665,893 | +0.9% | 1.37% | +1.6% |
Q2 2020 | $43,872,000 | +24.1% | 1,651,198 | +2.0% | 1.35% | +15.1% |
Q1 2020 | $35,359,000 | -20.7% | 1,619,013 | +18.4% | 1.18% | -25.1% |
Q4 2019 | $44,617,000 | +10.6% | 1,367,348 | +1.7% | 1.57% | +1.9% |
Q3 2019 | $40,325,000 | -0.9% | 1,344,164 | +1.2% | 1.54% | -3.1% |
Q2 2019 | $40,702,000 | -1.4% | 1,328,388 | -2.7% | 1.59% | -11.2% |
Q1 2019 | $41,272,000 | +13.5% | 1,365,270 | -1.0% | 1.79% | -0.4% |
Q4 2018 | $36,361,000 | -19.9% | 1,379,388 | +1.0% | 1.80% | -12.7% |
Q3 2018 | $45,411,000 | +13.9% | 1,366,160 | +10.6% | 2.06% | +7.9% |
Q2 2018 | $39,855,000 | – | 1,234,669 | – | 1.91% | – |
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% |