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 | $813,871 | -4.7% | 22,056 | +0.3% | 0.07% | -2.9% |
Q2 2023 | $854,312 | -39.6% | 21,996 | -41.3% | 0.07% | -45.6% |
Q1 2023 | $1,414,376 | -1.8% | 37,447 | -3.9% | 0.12% | -11.3% |
Q4 2022 | $1,440,299 | -29.3% | 38,959 | -33.3% | 0.14% | -17.5% |
Q3 2022 | $2,036,000 | -2.4% | 58,376 | +0.6% | 0.17% | -23.3% |
Q2 2022 | $2,087,000 | -28.6% | 58,015 | -11.4% | 0.22% | -21.8% |
Q1 2022 | $2,924,000 | +5.5% | 65,459 | +5.5% | 0.28% | +27.2% |
Q4 2021 | $2,772,000 | -0.2% | 62,029 | -4.9% | 0.22% | -8.6% |
Q3 2021 | $2,778,000 | -3.5% | 65,219 | -0.4% | 0.24% | -8.6% |
Q2 2021 | $2,878,000 | +3.8% | 65,513 | -0.1% | 0.27% | -5.0% |
Q1 2021 | $2,773,000 | +19.1% | 65,602 | +0.8% | 0.28% | +11.0% |
Q4 2020 | $2,329,000 | +27.6% | 65,080 | -2.4% | 0.25% | +7.6% |
Q3 2020 | $1,825,000 | +1.3% | 66,661 | -1.7% | 0.24% | -4.8% |
Q2 2020 | $1,802,000 | +54.1% | 67,839 | +26.6% | 0.25% | +17.5% |
Q1 2020 | $1,169,000 | -16.0% | 53,565 | +25.6% | 0.21% | +3.4% |
Q4 2019 | $1,391,000 | +23.2% | 42,638 | +13.3% | 0.20% | +9.7% |
Q3 2019 | $1,129,000 | +22.1% | 37,649 | +24.7% | 0.19% | +19.2% |
Q2 2019 | $925,000 | +85.4% | 30,196 | +82.9% | 0.16% | +79.3% |
Q1 2019 | $499,000 | +54.5% | 16,507 | +34.6% | 0.09% | +29.9% |
Q4 2018 | $323,000 | -1.5% | 12,262 | +24.2% | 0.07% | +13.6% |
Q3 2018 | $328,000 | – | 9,869 | – | 0.06% | – |
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% |