SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $361,604 | +8.6% | 9,781 | 0.0% | 0.05% | +2.1% |
| Q3 2022 | $333,000 | -5.4% | 9,781 | 0.0% | 0.05% | +4.3% |
| Q2 2022 | $352,000 | -21.4% | 9,781 | -8.1% | 0.05% | -8.0% |
| Q1 2022 | $448,000 | -5.9% | 10,645 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $476,000 | +45.1% | 10,645 | +38.4% | 0.05% | +30.8% |
| Q3 2021 | $328,000 | -3.5% | 7,689 | -0.6% | 0.04% | -9.3% |
| Q2 2021 | $340,000 | +1.5% | 7,733 | -2.4% | 0.04% | -4.4% |
| Q1 2021 | $335,000 | +15.9% | 7,926 | -1.7% | 0.04% | +9.8% |
| Q4 2020 | $289,000 | +27.3% | 8,066 | -2.5% | 0.04% | +13.9% |
| Q3 2020 | $227,000 | +3.7% | 8,273 | +0.2% | 0.04% | -10.0% |
| Q2 2020 | $219,000 | -58.7% | 8,255 | -66.0% | 0.04% | -60.4% |
| Q1 2020 | $530,000 | -31.2% | 24,246 | +2.7% | 0.10% | -25.7% |
| Q4 2019 | $770,000 | +9.8% | 23,610 | +1.0% | 0.14% | +2.3% |
| Q3 2019 | $701,000 | -6.4% | 23,374 | -4.4% | 0.13% | -5.7% |
| Q2 2019 | $749,000 | +5.8% | 24,457 | +4.4% | 0.14% | -9.6% |
| Q1 2019 | $708,000 | +12.9% | 23,423 | -1.6% | 0.16% | +0.6% |
| Q4 2018 | $627,000 | +50.7% | 23,802 | +90.2% | 0.16% | +55.0% |
| Q3 2018 | $416,000 | +20.9% | 12,516 | +17.3% | 0.10% | +11.1% |
| Q2 2018 | $344,000 | +35.4% | 10,670 | +25.7% | 0.09% | +30.4% |
| Q1 2018 | $254,000 | – | 8,489 | – | 0.07% | – |
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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% |