SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,639,601 | +1853.5% | 288,336 | +1956.2% | 0.04% | +483.3% |
| Q2 2023 | $544,653 | -87.5% | 14,023 | -87.8% | 0.01% | -88.2% |
| Q1 2023 | $4,342,948 | -71.0% | 114,984 | -69.7% | 0.05% | -73.6% |
| Q4 2022 | $14,977,623 | +8.4% | 379,180 | -4.3% | 0.19% | -2.5% |
| Q3 2022 | $13,819,000 | +1.4% | 396,072 | +6.1% | 0.20% | +4.2% |
| Q2 2022 | $13,629,000 | -9.1% | 373,235 | +5.4% | 0.19% | -5.9% |
| Q1 2022 | $14,998,000 | +3.4% | 353,986 | -0.1% | 0.20% | -2.9% |
| Q4 2021 | $14,501,000 | -2.2% | 354,285 | +5.6% | 0.21% | -4.6% |
| Q3 2021 | $14,825,000 | +29.6% | 335,642 | +23.6% | 0.22% | +18.5% |
| Q2 2021 | $11,436,000 | +14.5% | 271,513 | +16.8% | 0.18% | +1.7% |
| Q1 2021 | $9,986,000 | -2.8% | 232,448 | -12.3% | 0.18% | -22.0% |
| Q4 2020 | $10,278,000 | +31.9% | 265,107 | +1.6% | 0.23% | +13.7% |
| Q3 2020 | $7,793,000 | +13.7% | 260,906 | +4.8% | 0.20% | +3.6% |
| Q2 2020 | $6,851,000 | -6.8% | 248,934 | -17.6% | 0.20% | -24.8% |
| Q1 2020 | $7,353,000 | +14.9% | 302,112 | +54.0% | 0.26% | +15.9% |
| Q4 2019 | $6,400,000 | +31.7% | 196,130 | +19.9% | 0.23% | +15.3% |
| Q3 2019 | $4,859,000 | +144.9% | 163,526 | +154.7% | 0.20% | +125.3% |
| Q2 2019 | $1,984,000 | +211.5% | 64,209 | +214.5% | 0.09% | +141.7% |
| Q1 2019 | $637,000 | +54.6% | 20,416 | +44.3% | 0.04% | +38.5% |
| Q4 2018 | $412,000 | +60.9% | 14,151 | +61.6% | 0.03% | +73.3% |
| Q3 2018 | $256,000 | +14.8% | 8,755 | +30.9% | 0.02% | +7.1% |
| Q2 2018 | $223,000 | – | 6,686 | – | 0.01% | – |
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% |