SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,358,156 | -6.2% | 389,110 | -0.4% | 3.58% | -2.6% |
| Q2 2023 | $15,314,453 | +5.5% | 390,775 | +1.6% | 3.68% | +1.7% |
| Q1 2023 | $14,520,458 | +2.4% | 384,444 | +0.2% | 3.62% | -3.8% |
| Q4 2022 | $14,179,262 | +8.6% | 383,534 | +0.1% | 3.76% | +0.2% |
| Q3 2022 | $13,051,000 | -5.5% | 383,163 | -0.1% | 3.75% | -4.1% |
| Q2 2022 | $13,806,000 | -12.5% | 383,705 | +2.3% | 3.91% | -8.7% |
| Q1 2022 | $15,785,000 | -6.7% | 375,211 | -0.9% | 4.28% | -3.0% |
| Q4 2021 | $16,918,000 | +4.8% | 378,563 | -0.1% | 4.42% | -0.2% |
| Q3 2021 | $16,143,000 | -1.4% | 378,947 | +1.7% | 4.42% | -2.0% |
| Q2 2021 | $16,369,000 | +11.4% | 372,529 | -9.2% | 4.52% | +0.8% |
| Q1 2021 | $14,690,000 | +21.1% | 410,342 | -7.4% | 4.48% | +9.0% |
| Q4 2020 | $12,135,000 | 0.0% | 443,200 | 0.0% | 4.11% | +0.1% |
| Q3 2020 | $12,135,000 | +3.1% | 443,200 | +0.0% | 4.11% | -2.4% |
| Q2 2020 | $11,770,000 | +22.8% | 442,980 | +1.0% | 4.21% | +6.9% |
| Q1 2020 | $9,582,000 | -22.9% | 438,757 | +15.3% | 3.93% | -14.7% |
| Q4 2019 | $12,421,000 | +8.9% | 380,674 | +2.3% | 4.61% | -0.4% |
| Q3 2019 | $11,407,000 | +3.3% | 372,283 | +1.9% | 4.63% | +0.3% |
| Q2 2019 | $11,042,000 | +18.1% | 365,254 | +3.0% | 4.61% | +6.2% |
| Q1 2019 | $9,351,000 | -19.6% | 354,731 | +1.3% | 4.34% | -11.5% |
| Q4 2018 | $11,636,000 | -0.0% | 350,070 | -0.0% | 4.91% | +0.2% |
| Q3 2018 | $11,641,000 | +2.6% | 350,197 | -0.3% | 4.90% | -1.8% |
| Q2 2018 | $11,342,000 | +4.9% | 351,370 | -2.8% | 4.99% | +1.3% |
| Q1 2018 | $10,813,000 | +0.9% | 361,397 | +1.6% | 4.93% | -0.3% |
| Q4 2017 | $10,720,000 | – | 355,565 | – | 4.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |