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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,536,634 | +882.4% | 122,944 | +905.6% | 0.00% | – |
| Q1 2023 | $461,776 | -87.1% | 12,226 | -88.3% | 0.00% | -100.0% |
| Q3 2022 | $3,566,000 | +12.0% | 104,708 | +38.4% | 0.00% | +100.0% |
| Q1 2022 | $3,183,000 | +32.9% | 75,663 | +34.6% | 0.00% | 0.0% |
| Q3 2021 | $2,395,000 | +988.6% | 56,216 | +812.9% | 0.00% | – |
| Q4 2020 | $220,000 | -83.8% | 6,158 | -88.0% | 0.00% | -100.0% |
| Q2 2020 | $1,359,000 | -49.4% | 51,144 | -42.9% | 0.00% | -75.0% |
| Q3 2019 | $2,688,000 | -44.5% | 89,595 | -43.3% | 0.00% | -55.6% |
| Q2 2019 | $4,839,000 | +468.6% | 157,917 | +461.3% | 0.01% | +800.0% |
| Q1 2019 | $851,000 | +78.8% | 28,135 | +56.0% | 0.00% | 0.0% |
| Q4 2018 | $476,000 | -80.6% | 18,040 | -75.5% | 0.00% | -80.0% |
| Q3 2018 | $2,448,000 | +5.3% | 73,649 | +2.3% | 0.01% | 0.0% |
| Q2 2018 | $2,324,000 | +49.5% | 72,003 | +38.6% | 0.01% | +25.0% |
| Q1 2018 | $1,555,000 | +181.7% | 51,962 | +183.8% | 0.00% | +100.0% |
| Q4 2017 | $552,000 | -78.1% | 18,312 | -36.4% | 0.00% | -75.0% |
| Q3 2017 | $2,519,000 | +30.6% | 28,782 | +24.3% | 0.01% | +14.3% |
| Q2 2017 | $1,929,000 | +161.0% | 23,162 | +155.6% | 0.01% | +133.3% |
| Q1 2017 | $739,000 | -51.8% | 9,062 | -56.3% | 0.00% | -57.1% |
| Q3 2016 | $1,533,000 | -30.0% | 20,756 | -36.3% | 0.01% | -36.4% |
| Q2 2016 | $2,191,000 | +749.2% | 32,602 | +718.1% | 0.01% | +450.0% |
| Q3 2015 | $258,000 | +21.7% | 3,985 | +33.8% | 0.00% | 0.0% |
| Q4 2014 | $212,000 | – | 2,978 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |