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 | $52,636 | -36.9% | 1,426 | -33.6% | 0.01% | -37.5% |
| Q2 2023 | $83,391 | +2.9% | 2,147 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $81,043 | +2.2% | 2,146 | +0.0% | 0.01% | 0.0% |
| Q4 2022 | $79,290 | +8.6% | 2,145 | +0.0% | 0.01% | 0.0% |
| Q3 2022 | $73,000 | -5.2% | 2,144 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $77,000 | +28.3% | 2,143 | +50.9% | 0.01% | +33.3% |
| Q1 2022 | $60,000 | -4.8% | 1,420 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $63,000 | +5.0% | 1,420 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $60,000 | -54.9% | 1,420 | -53.4% | 0.01% | -70.0% |
| Q2 2021 | $133,000 | +3.1% | 3,044 | +0.0% | 0.02% | -23.1% |
| Q1 2021 | $129,000 | +18.3% | 3,043 | +0.0% | 0.03% | +13.0% |
| Q4 2020 | $109,000 | +32.9% | 3,042 | +1.2% | 0.02% | +21.1% |
| Q3 2020 | $82,000 | 0.0% | 3,006 | -3.2% | 0.02% | -9.5% |
| Q2 2020 | $82,000 | +22.4% | 3,104 | +0.9% | 0.02% | +5.0% |
| Q1 2020 | $67,000 | -19.3% | 3,075 | +21.1% | 0.02% | 0.0% |
| Q4 2019 | $83,000 | +12.2% | 2,540 | +4.0% | 0.02% | +5.3% |
| Q3 2019 | $74,000 | -1.3% | 2,443 | +0.0% | 0.02% | 0.0% |
| Q2 2019 | $75,000 | +1.4% | 2,442 | +0.1% | 0.02% | 0.0% |
| Q1 2019 | $74,000 | +21.3% | 2,440 | +5.8% | 0.02% | +18.8% |
| Q4 2018 | $61,000 | -20.8% | 2,307 | +0.0% | 0.02% | -20.0% |
| Q3 2018 | $77,000 | +37.5% | 2,306 | +32.3% | 0.02% | +33.3% |
| Q2 2018 | $56,000 | +14.3% | 1,743 | +7.4% | 0.02% | +15.4% |
| Q1 2018 | $49,000 | 0.0% | 1,623 | 0.0% | 0.01% | +8.3% |
| Q4 2017 | $49,000 | +4.3% | 1,623 | +200.0% | 0.01% | 0.0% |
| Q3 2017 | $47,000 | – | 541 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |