SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $2,579,341 | +3.8% | 68,291 | +1.6% | 0.46% | -34.0% |
Q4 2022 | $2,485,758 | -4.9% | 67,237 | -12.4% | 0.69% | -9.3% |
Q3 2022 | $2,615,000 | -80.1% | 76,765 | -79.0% | 0.76% | -64.7% |
Q2 2022 | $13,127,000 | -22.3% | 364,831 | -9.2% | 2.15% | -4.4% |
Q1 2022 | $16,897,000 | -8.8% | 401,639 | -3.1% | 2.25% | +1.1% |
Q4 2021 | $18,531,000 | +5.7% | 414,656 | +0.8% | 2.23% | -1.8% |
Q3 2021 | $17,527,000 | +5.1% | 411,429 | +8.4% | 2.27% | +0.0% |
Q2 2021 | $16,671,000 | +8.0% | 379,406 | +3.9% | 2.27% | +0.6% |
Q1 2021 | $15,436,000 | +2.0% | 365,177 | -13.6% | 2.25% | -18.5% |
Q4 2020 | $15,136,000 | +12.3% | 422,801 | -14.1% | 2.76% | -6.4% |
Q3 2020 | $13,484,000 | -5.8% | 492,469 | -8.6% | 2.95% | -13.9% |
Q2 2020 | $14,317,000 | +27.9% | 538,828 | +5.1% | 3.43% | -3.2% |
Q1 2020 | $11,197,000 | -16.6% | 512,683 | +24.7% | 3.54% | +30.2% |
Q4 2019 | $13,420,000 | +10.9% | 411,269 | +2.0% | 2.72% | +5.7% |
Q3 2019 | $12,098,000 | -6.0% | 403,282 | -4.0% | 2.57% | -14.5% |
Q2 2019 | $12,868,000 | +5.8% | 419,960 | +4.3% | 3.01% | +25.7% |
Q1 2019 | $12,166,000 | +24.1% | 402,461 | +8.2% | 2.39% | +13.5% |
Q4 2018 | $9,804,000 | -20.2% | 371,926 | +0.6% | 2.11% | -28.6% |
Q3 2018 | $12,285,000 | +7.4% | 369,582 | +4.3% | 2.95% | -11.0% |
Q2 2018 | $11,441,000 | +6.6% | 354,436 | -1.1% | 3.32% | +16.5% |
Q1 2018 | $10,728,000 | – | 358,552 | – | 2.85% | – |
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% |