SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
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. | 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% |