SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,394,577 | -4.6% | 1,826,411 | +0.4% | 2.20% | -3.5% |
| Q2 2023 | $70,623,251 | +6.9% | 1,818,312 | +3.9% | 2.29% | -4.9% |
| Q1 2023 | $66,088,331 | +19.3% | 1,749,757 | +16.8% | 2.40% | +19.9% |
| Q4 2022 | $55,402,271 | +21.7% | 1,498,574 | +12.1% | 2.00% | +1.5% |
| Q3 2022 | $45,513,000 | -4.2% | 1,336,255 | +1.2% | 1.98% | +34.3% |
| Q2 2022 | $47,528,000 | +2443.0% | 1,320,959 | +2872.7% | 1.47% | +1201.8% |
| Q1 2022 | $1,869,000 | -45.9% | 44,436 | -42.6% | 0.11% | -66.7% |
| Q4 2021 | $3,457,000 | +4.8% | 77,351 | -0.1% | 0.34% | -1.7% |
| Q3 2021 | $3,299,000 | -1.8% | 77,443 | +1.3% | 0.34% | +9.2% |
| Q2 2021 | $3,360,000 | +16.9% | 76,477 | +12.4% | 0.32% | +5.0% |
| Q1 2021 | $2,875,000 | +40.0% | 68,026 | +18.6% | 0.30% | +51.3% |
| Q4 2020 | $2,054,000 | +182.5% | 57,379 | +116.2% | 0.20% | +201.5% |
| Q3 2020 | $727,000 | – | 26,536 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |