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 | $1,683,000 | +20.0% | 45,620 | +26.3% | 0.11% | +35.9% |
| Q2 2023 | $1,403,000 | +114524.2% | 36,125 | +11.5% | 0.08% | -17.0% |
| Q1 2023 | $1,224 | -10.4% | 32,406 | -12.3% | 0.09% | +6.8% |
| Q4 2022 | $1,366 | -99.8% | 36,952 | +51.5% | 0.09% | +4.8% |
| Q3 2022 | $831,000 | -21.6% | 24,396 | +2.9% | 0.08% | +37.7% |
| Q4 2021 | $1,060,000 | -0.9% | 23,712 | -5.6% | 0.06% | -15.3% |
| Q3 2021 | $1,070,000 | -78.9% | 25,110 | -78.2% | 0.07% | -78.6% |
| Q2 2021 | $5,067,000 | -2.7% | 115,319 | -3.5% | 0.34% | +85.6% |
| Q1 2021 | $5,205,000 | +118.0% | 119,498 | +79.1% | 0.18% | +77.5% |
| Q4 2020 | $2,388,000 | +174.2% | 66,710 | +109.8% | 0.10% | +131.8% |
| Q3 2020 | $871,000 | +3.0% | 31,804 | -0.2% | 0.04% | -4.3% |
| Q2 2020 | $846,000 | +11.6% | 31,853 | -8.2% | 0.05% | -17.9% |
| Q1 2020 | $758,000 | -43.9% | 34,715 | -16.1% | 0.06% | -45.6% |
| Q4 2019 | $1,351,000 | -0.5% | 41,389 | -8.6% | 0.10% | -8.0% |
| Q3 2019 | $1,358,000 | +17.6% | 45,269 | +18.5% | 0.11% | -13.2% |
| Q1 2019 | $1,155,000 | +12.5% | 38,210 | -1.9% | 0.13% | -11.0% |
| Q4 2018 | $1,027,000 | – | 38,952 | – | 0.14% | – |
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% |