SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $11,476,000 | 0.0% | 311,011 | 0.0% | 3.03% | 0.0% |
Q3 2023 | $11,476,000 | -4.1% | 311,011 | +1.0% | 3.03% | -1.0% |
Q2 2023 | $11,965,000 | +7.7% | 308,069 | +4.7% | 3.06% | -4.0% |
Q1 2023 | $11,111,000 | +1.4% | 294,188 | -0.7% | 3.19% | -1.9% |
Q4 2022 | $10,954,000 | -99.9% | 296,290 | +2.8% | 3.25% | -1.5% |
Q3 2022 | $9,821,000,000 | -2.7% | 288,339 | +3.8% | 3.30% | +1.6% |
Q2 2022 | $10,091,000,000 | -12.7% | 277,837 | +1.1% | 3.25% | -2.0% |
Q1 2022 | $11,559,000,000 | -3.5% | 274,748 | +2.5% | 3.31% | -0.8% |
Q4 2021 | $11,980,000,000 | +5.1% | 268,067 | +0.1% | 3.34% | -2.0% |
Q3 2021 | $11,404,000,000 | -1.3% | 267,699 | +1.8% | 3.41% | -2.5% |
Q2 2021 | $11,559,000,000 | +1.1% | 263,058 | -3.2% | 3.50% | -6.0% |
Q1 2021 | $11,438,000,000 | +12.5% | 271,885 | -4.3% | 3.72% | -1.7% |
Q4 2020 | $10,171,000,000 | +27.0% | 284,096 | -2.9% | 3.79% | +12.1% |
Q3 2020 | $8,011,000,000 | +2.0% | 292,593 | -1.0% | 3.38% | -4.9% |
Q2 2020 | $7,855,000,000 | +36.8% | 295,621 | +4.6% | 3.55% | +13.8% |
Q1 2020 | $5,741,000,000 | -36.8% | 282,680 | +1.5% | 3.12% | -23.1% |
Q4 2019 | $9,090,000,000 | +12.1% | 278,575 | +3.1% | 4.06% | +3.8% |
Q3 2019 | $8,109,000,000 | +1.6% | 270,314 | +3.7% | 3.91% | +0.2% |
Q2 2019 | $7,979,000,000 | +5.3% | 260,597 | +5.2% | 3.90% | -1.0% |
Q1 2019 | $7,580,000,000 | +19.9% | 247,712 | +3.3% | 3.94% | +4.8% |
Q4 2018 | $6,324,000,000 | -17.8% | 239,893 | +1.4% | 3.76% | -10.0% |
Q3 2018 | $7,692,000,000 | +16.2% | 236,614 | +7.0% | 4.18% | +1.0% |
Q1 2018 | $6,617,000,000 | -3.0% | 221,157 | -2.3% | 4.14% | -4.6% |
Q4 2017 | $6,823,000,000 | – | 226,292 | – | 4.34% | – |
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% |