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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $231,000 | -9.1% | 5,499 | -3.3% | 0.02% | -14.3% |
| Q4 2021 | $254,000 | -0.4% | 5,689 | -5.1% | 0.03% | -26.3% |
| Q3 2021 | $255,000 | -1.9% | 5,995 | +1.4% | 0.04% | -2.6% |
| Q2 2021 | $260,000 | +5.3% | 5,912 | +1.0% | 0.04% | 0.0% |
| Q1 2021 | $247,000 | +9.3% | 5,852 | -7.3% | 0.04% | +14.7% |
| Q4 2020 | $226,000 | +11.9% | 6,311 | -14.6% | 0.03% | +13.3% |
| Q3 2020 | $202,000 | -21.1% | 7,391 | -23.2% | 0.03% | -21.1% |
| Q2 2020 | $256,000 | 0.0% | 9,626 | -18.0% | 0.04% | -30.9% |
| Q1 2020 | $256,000 | -42.6% | 11,742 | -14.1% | 0.06% | -36.0% |
| Q4 2019 | $446,000 | +3.7% | 13,672 | -4.6% | 0.09% | -5.5% |
| Q3 2019 | $430,000 | -1.6% | 14,327 | +0.5% | 0.09% | -4.2% |
| Q2 2019 | $437,000 | +5.6% | 14,252 | +4.0% | 0.10% | -14.4% |
| Q1 2019 | $414,000 | -12.8% | 13,707 | -23.9% | 0.11% | -19.6% |
| Q4 2018 | $475,000 | – | 18,013 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |