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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $82,000 | +192.9% | 1,845 | +184.3% | 0.01% | +150.0% |
| Q3 2021 | $28,000 | +55.6% | 649 | +59.1% | 0.00% | +100.0% |
| Q2 2021 | $18,000 | -18.2% | 408 | -19.7% | 0.00% | -50.0% |
| Q1 2021 | $22,000 | -95.0% | 508 | -95.9% | 0.00% | -95.3% |
| Q4 2020 | $444,000 | +4340.0% | 12,388 | +3185.9% | 0.04% | +4200.0% |
| Q3 2020 | $10,000 | -41.2% | 377 | -51.5% | 0.00% | -50.0% |
| Q1 2020 | $17,000 | -98.9% | 778 | -98.4% | 0.00% | -98.8% |
| Q4 2019 | $1,612,000 | +10.9% | 49,398 | +2.0% | 0.17% | +5.1% |
| Q3 2019 | $1,454,000 | +5958.3% | 48,452 | +6127.8% | 0.16% | +5166.7% |
| Q2 2019 | $24,000 | +60.0% | 778 | +35.5% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | +200.0% | 574 | +282.7% | 0.00% | +50.0% |
| Q3 2018 | $5,000 | +25.0% | 150 | +200.0% | 0.00% | +100.0% |
| Q3 2017 | $4,000 | – | 50 | – | 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% |