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 | $30,339 | -2.3% | 822,175 | +2.9% | 1.69% | -2.1% |
| Q2 2023 | $31,043 | +5.3% | 799,248 | +2.4% | 1.72% | +2.3% |
| Q1 2023 | $29,473 | +3.0% | 780,332 | +0.8% | 1.69% | -3.5% |
| Q4 2022 | $28,620 | -99.9% | 774,132 | +3.3% | 1.75% | -0.6% |
| Q3 2022 | $25,519,000 | -4.2% | 749,210 | +1.2% | 1.76% | -5.0% |
| Q2 2022 | $26,630,000 | -12.7% | 740,119 | +2.0% | 1.85% | -4.2% |
| Q1 2022 | $30,520,000 | -10.0% | 725,443 | -4.3% | 1.93% | -6.0% |
| Q4 2021 | $33,893,000 | +5.6% | 758,392 | +0.7% | 2.06% | -2.4% |
| Q3 2021 | $32,090,000 | +3.5% | 753,286 | +6.8% | 2.11% | +1.2% |
| Q2 2021 | $30,993,000 | +0.6% | 705,369 | -3.3% | 2.08% | -2.3% |
| Q1 2021 | $30,819,000 | +53.0% | 729,112 | +29.6% | 2.13% | +20.5% |
| Q4 2020 | $20,144,000 | +31.7% | 562,694 | +0.8% | 1.77% | +21.7% |
| Q3 2020 | $15,290,000 | +10.3% | 558,444 | +7.1% | 1.45% | -0.2% |
| Q2 2020 | $13,858,000 | +155.0% | 521,571 | +109.6% | 1.46% | +118.3% |
| Q1 2020 | $5,435,000 | -39.7% | 248,844 | -9.9% | 0.67% | -25.1% |
| Q4 2019 | $9,010,000 | +12.4% | 276,123 | +3.4% | 0.89% | +5.2% |
| Q3 2019 | $8,014,000 | +2.1% | 267,156 | +4.3% | 0.85% | -0.9% |
| Q2 2019 | $7,850,000 | +7.8% | 256,207 | +6.4% | 0.86% | +1.7% |
| Q1 2019 | $7,280,000 | +1738.4% | 240,824 | +1504.3% | 0.84% | +1517.3% |
| Q4 2018 | $396,000 | – | 15,011 | – | 0.05% | – |
Download | ||||||
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% |