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 | $11,333,100 | -4.7% | 311,349 | +1.7% | 2.01% | -1.4% |
| Q2 2023 | $11,895,732 | +10.0% | 306,275 | +7.0% | 2.04% | +3.7% |
| Q1 2023 | $10,810,444 | +31.1% | 286,218 | +18.2% | 1.96% | +3.8% |
| Q3 2022 | $8,246,000 | -2.7% | 242,111 | +2.8% | 1.89% | +10.1% |
| Q2 2022 | $8,474,000 | -15.2% | 235,514 | -0.9% | 1.72% | -9.0% |
| Q1 2022 | $9,997,000 | -1.9% | 237,623 | +4.3% | 1.89% | +49.4% |
| Q4 2021 | $10,186,000 | +6.1% | 227,925 | +1.2% | 1.26% | -34.4% |
| Q3 2021 | $9,599,000 | -1.2% | 225,323 | +1.9% | 1.93% | -1.1% |
| Q2 2021 | $9,718,000 | +8.8% | 221,163 | +4.7% | 1.95% | -0.7% |
| Q1 2021 | $8,931,000 | +14.8% | 211,274 | -2.8% | 1.96% | +4.6% |
| Q4 2020 | $7,778,000 | +20.6% | 217,267 | -0.5% | 1.88% | +15.9% |
| Q3 2020 | $6,451,000 | +9.7% | 218,379 | -1.3% | 1.62% | +3.9% |
| Q2 2020 | $5,878,000 | +25.4% | 221,232 | +3.1% | 1.56% | +8.0% |
| Q1 2020 | $4,688,000 | +1.8% | 214,657 | +52.1% | 1.44% | +18.6% |
| Q4 2019 | $4,607,000 | +19.6% | 141,175 | +6.8% | 1.22% | +2.2% |
| Q3 2019 | $3,852,000 | +1074.4% | 132,188 | +1133.3% | 1.19% | +1023.6% |
| Q2 2019 | $328,000 | +10.4% | 10,718 | +8.9% | 0.11% | +8.2% |
| Q1 2019 | $297,000 | +12.1% | 9,840 | +8.1% | 0.10% | +4.3% |
| Q4 2018 | $265,000 | -38.4% | 9,105 | -29.6% | 0.09% | -34.3% |
| Q3 2018 | $430,000 | +5.4% | 12,941 | +2.5% | 0.14% | -5.3% |
| Q2 2018 | $408,000 | – | 12,627 | – | 0.15% | – |
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% |