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 | $255,996 | -13.4% | 6,938 | -8.9% | 0.03% | -9.4% |
| Q2 2023 | $295,762 | -1.8% | 7,615 | -4.5% | 0.03% | +10.3% |
| Q1 2023 | $301,063 | -1.3% | 7,971 | -3.4% | 0.03% | 0.0% |
| Q4 2022 | $304,982 | -10.3% | 8,249 | -17.3% | 0.03% | -29.3% |
| Q3 2022 | $340,000 | -5.0% | 9,971 | +0.3% | 0.04% | +13.9% |
| Q2 2022 | $358,000 | -99.9% | 9,945 | -0.4% | 0.04% | +5.9% |
| Q1 2022 | $419,976,000 | -2.1% | 9,983 | +3.9% | 0.03% | -2.9% |
| Q4 2021 | $429,185,000 | +5.0% | 9,604 | +0.1% | 0.04% | -2.8% |
| Q3 2021 | $408,823,000 | +119789.4% | 9,597 | +23.8% | 0.04% | -16.3% |
| Q2 2021 | $341,000 | -18.2% | 7,753 | -21.4% | 0.04% | -2.3% |
| Q1 2021 | $417,000 | +23.0% | 9,863 | +4.2% | 0.04% | +2.3% |
| Q4 2020 | $339,000 | -8.9% | 9,464 | -24.0% | 0.04% | -14.0% |
| Q3 2020 | $372,000 | +5.7% | 12,452 | -6.1% | 0.05% | -12.3% |
| Q2 2020 | $352,000 | +10.3% | 13,257 | -9.1% | 0.06% | -14.9% |
| Q1 2020 | $319,000 | -25.1% | 14,591 | +11.5% | 0.07% | -8.2% |
| Q4 2019 | $426,000 | +9.8% | 13,087 | +12.3% | 0.07% | +32.7% |
| Q3 2018 | $388,000 | – | 11,658 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |