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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,253,000 | +37.8% | 62,946 | +5.4% | 0.56% | +22.1% |
| Q3 2020 | $1,635,000 | +5.1% | 59,729 | +2.0% | 0.46% | +1.8% |
| Q2 2020 | $1,556,000 | +38.9% | 58,573 | +14.2% | 0.45% | +45.2% |
| Q1 2020 | $1,120,000 | +171.8% | 51,278 | +306.5% | 0.31% | +228.4% |
| Q4 2019 | $412,000 | +1616.7% | 12,615 | +1632.8% | 0.10% | +955.6% |
| Q2 2018 | $24,000 | +50.0% | 728 | +34.8% | 0.01% | +50.0% |
| Q1 2018 | $16,000 | +45.5% | 540 | +64.6% | 0.01% | -79.3% |
| Q4 2017 | $11,000 | – | 328 | – | 0.03% | – |
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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% |