SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 154 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,482,469 | +6.7% | 229,877 | +12.3% | 0.18% | +1.7% |
| Q2 2023 | $7,952,173 | -17.9% | 204,741 | -20.2% | 0.18% | -30.2% |
| Q1 2023 | $9,689,950 | +13.6% | 256,551 | +11.2% | 0.26% | +19.4% |
| Q4 2022 | $8,529,994 | +20.6% | 230,727 | +11.1% | 0.22% | +9.6% |
| Q3 2022 | $7,071,000 | +31.8% | 207,594 | +39.2% | 0.20% | +45.9% |
| Q2 2022 | $5,366,000 | -66.1% | 149,135 | -60.4% | 0.14% | -61.9% |
| Q1 2022 | $15,849,000 | -32.8% | 376,723 | -28.7% | 0.35% | -32.2% |
| Q4 2021 | $23,602,000 | -30.2% | 528,123 | -33.4% | 0.52% | -39.3% |
| Q3 2021 | $33,799,000 | +4.6% | 793,411 | +7.9% | 0.86% | +7.0% |
| Q2 2021 | $32,306,000 | +7.9% | 735,235 | +3.8% | 0.80% | -3.0% |
| Q1 2021 | $29,936,000 | +25.1% | 708,215 | +6.0% | 0.83% | +16.8% |
| Q4 2020 | $23,921,000 | +22.7% | 668,176 | -6.1% | 0.71% | +10.9% |
| Q3 2020 | $19,489,000 | +16.7% | 711,779 | +13.2% | 0.64% | +7.6% |
| Q2 2020 | $16,700,000 | +458.5% | 628,544 | +359.2% | 0.60% | +334.3% |
| Q1 2020 | $2,990,000 | +1151.0% | 136,882 | +1768.2% | 0.14% | +1422.2% |
| Q4 2019 | $239,000 | -1.6% | 7,327 | +0.2% | 0.01% | -18.2% |
| Q3 2018 | $243,000 | +179.3% | 7,311 | +151.4% | 0.01% | +175.0% |
| Q1 2018 | $87,000 | – | 2,908 | – | 0.00% | – |
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% |