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 2023 | $84,662,627 | -5.9% | 2,374,067 | +2.5% | 0.76% | -3.3% |
| Q2 2023 | $90,001,943 | +11.8% | 2,315,684 | +8.6% | 0.78% | +1.7% |
| Q1 2023 | $80,503,976 | +8304.0% | 2,131,426 | +15.1% | 0.77% | +1502.1% |
| Q4 2022 | $957,919 | -98.2% | 1,851,790 | +16.6% | 0.05% | -92.3% |
| Q3 2022 | $54,101,000 | +1.3% | 1,588,392 | +7.0% | 0.62% | +30.7% |
| Q2 2022 | $53,403,000 | -3.9% | 1,484,252 | +12.4% | 0.48% | +11.7% |
| Q1 2022 | $55,570,000 | +14.2% | 1,320,910 | +21.3% | 0.43% | +16.7% |
| Q4 2021 | $48,647,000 | +40.9% | 1,088,541 | +34.3% | 0.36% | +65.9% |
| Q3 2021 | $34,530,000 | +15.8% | 810,569 | +19.4% | 0.22% | -15.4% |
| Q2 2021 | $29,821,000 | +4.8% | 678,679 | +0.8% | 0.26% | -4.1% |
| Q1 2021 | $28,459,000 | +28.5% | 673,266 | +8.8% | 0.27% | +17.3% |
| Q4 2020 | $22,144,000 | +31.1% | 618,546 | +0.3% | 0.23% | +5.0% |
| Q3 2020 | $16,892,000 | +75.4% | 616,932 | +70.2% | 0.22% | +64.2% |
| Q2 2020 | $9,631,000 | +60.9% | 362,489 | +32.2% | 0.13% | +21.8% |
| Q1 2020 | $5,987,000 | +1.4% | 274,118 | +51.5% | 0.11% | +19.6% |
| Q4 2019 | $5,902,000 | +27.5% | 180,882 | +17.2% | 0.09% | +27.8% |
| Q3 2019 | $4,629,000 | -13.1% | 154,302 | -11.2% | 0.07% | -25.0% |
| Q2 2019 | $5,325,000 | +7.4% | 173,778 | +5.9% | 0.10% | -2.0% |
| Q1 2019 | $4,959,000 | +167.6% | 164,049 | +133.3% | 0.10% | +117.8% |
| Q4 2018 | $1,853,000 | +334.0% | 70,305 | +447.3% | 0.04% | +400.0% |
| Q3 2018 | $427,000 | +52.5% | 12,845 | +305.5% | 0.01% | +28.6% |
| Q3 2017 | $280,000 | +4.1% | 3,168 | -2.3% | 0.01% | 0.0% |
| Q2 2017 | $269,000 | – | 3,242 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |