SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,943,448 | -9.1% | 377,871 | -4.3% | 0.62% | -14.8% |
| Q2 2023 | $15,338,771 | +8.5% | 394,922 | +5.5% | 0.72% | -23.5% |
| Q1 2023 | $14,143,076 | +26.8% | 374,453 | +24.1% | 0.94% | +19.3% |
| Q4 2022 | $11,155,104 | +100.7% | 301,734 | +84.9% | 0.79% | +75.8% |
| Q3 2022 | $5,558,000 | +266.6% | 163,179 | +287.3% | 0.45% | +221.4% |
| Q2 2022 | $1,516,000 | +16.3% | 42,130 | +36.1% | 0.14% | +32.1% |
| Q1 2022 | $1,303,000 | +29.8% | 30,960 | +37.8% | 0.11% | 0.0% |
| Q4 2021 | $1,004,000 | +37.9% | 22,470 | +31.5% | 0.11% | +26.2% |
| Q3 2021 | $728,000 | +97.8% | 17,082 | +103.8% | 0.08% | +90.9% |
| Q2 2021 | $368,000 | +11.5% | 8,382 | +7.2% | 0.04% | +2.3% |
| Q1 2021 | $330,000 | -0.6% | 7,816 | -15.8% | 0.04% | 0.0% |
| Q4 2020 | $332,000 | +27.7% | 9,280 | -2.3% | 0.04% | +4.9% |
| Q3 2020 | $260,000 | -25.7% | 9,495 | -27.8% | 0.04% | -31.7% |
| Q2 2020 | $350,000 | +19.0% | 13,159 | -2.3% | 0.06% | -6.2% |
| Q1 2020 | $294,000 | -13.5% | 13,465 | +29.3% | 0.06% | +16.4% |
| Q4 2019 | $340,000 | +17.2% | 10,416 | +7.8% | 0.06% | +10.0% |
| Q3 2019 | $290,000 | – | 9,664 | – | 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% |