SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,564,412 | +65.6% | 42,396 | +74.3% | 0.21% | +71.7% |
| Q2 2023 | $944,705 | -21.3% | 24,323 | -23.5% | 0.12% | -25.0% |
| Q1 2023 | $1,200,255 | +107.4% | 31,778 | +103.0% | 0.16% | +83.9% |
| Q4 2022 | $578,839 | -33.8% | 15,657 | -39.0% | 0.09% | -42.4% |
| Q3 2022 | $874,000 | -39.6% | 25,674 | -36.1% | 0.15% | -36.3% |
| Q2 2022 | $1,446,000 | +25.6% | 40,190 | +46.9% | 0.24% | +16.7% |
| Q1 2022 | $1,151,000 | -10.6% | 27,359 | -5.1% | 0.20% | -12.1% |
| Q4 2021 | $1,288,000 | -15.8% | 28,824 | -19.7% | 0.23% | -27.6% |
| Q3 2021 | $1,529,000 | +27.0% | 35,898 | +31.0% | 0.32% | +19.9% |
| Q2 2021 | $1,204,000 | -2.7% | 27,396 | -6.5% | 0.27% | -14.7% |
| Q1 2021 | $1,238,000 | +260.9% | 29,286 | +133.7% | 0.31% | +153.7% |
| Q3 2020 | $343,000 | -12.7% | 12,532 | -30.4% | 0.12% | -35.6% |
| Q1 2020 | $393,000 | -19.1% | 18,012 | +21.0% | 0.19% | -0.5% |
| Q4 2019 | $486,000 | +5.7% | 14,887 | +1.7% | 0.19% | +1.1% |
| Q3 2019 | $460,000 | +29.6% | 14,637 | +28.2% | 0.19% | +23.4% |
| Q2 2019 | $355,000 | +72.3% | 11,417 | +67.7% | 0.15% | +62.1% |
| Q1 2019 | $206,000 | -46.9% | 6,807 | -53.7% | 0.10% | -51.0% |
| Q4 2018 | $388,000 | +1.6% | 14,709 | +16.3% | 0.19% | +13.5% |
| Q3 2018 | $382,000 | +80.2% | 12,650 | +92.8% | 0.17% | +83.9% |
| Q2 2018 | $212,000 | +5.5% | 6,561 | -1.4% | 0.09% | +38.8% |
| Q4 2017 | $201,000 | – | 6,651 | – | 0.07% | – |
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% |