SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 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. | 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% |