SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,092,147 | -5.1% | 165,099 | -0.1% | 0.76% | +5.2% |
| Q2 2023 | $6,417,051 | -48.7% | 165,218 | -50.5% | 0.72% | -31.9% |
| Q1 2023 | $12,513,999 | +181.2% | 333,871 | +177.4% | 1.06% | +132.1% |
| Q4 2022 | $4,450,046 | +80.5% | 120,369 | +66.3% | 0.46% | +72.8% |
| Q3 2022 | $2,465,000 | -36.1% | 72,385 | -32.5% | 0.26% | -25.6% |
| Q2 2022 | $3,857,000 | -36.5% | 107,188 | -25.7% | 0.36% | -27.3% |
| Q1 2022 | $6,071,000 | -30.8% | 144,306 | -27.2% | 0.49% | -29.9% |
| Q4 2021 | $8,770,000 | -20.9% | 198,153 | -22.0% | 0.70% | -7.4% |
| Q3 2021 | $11,082,000 | +100.9% | 253,885 | +102.2% | 0.76% | +6.8% |
| Q2 2021 | $5,516,000 | +18.0% | 125,537 | +13.5% | 0.71% | -2.6% |
| Q1 2021 | $4,676,000 | +40.7% | 110,621 | +29.1% | 0.73% | +28.7% |
| Q4 2020 | $3,323,000 | +79.7% | 85,702 | +35.5% | 0.56% | +52.4% |
| Q3 2020 | $1,849,000 | -71.0% | 63,269 | -73.0% | 0.37% | -72.9% |
| Q2 2020 | $6,381,000 | +81.5% | 233,913 | +47.1% | 1.36% | +64.4% |
| Q1 2020 | $3,516,000 | -59.7% | 158,997 | -40.5% | 0.83% | -56.2% |
| Q4 2019 | $8,715,000 | +56.0% | 267,091 | +43.4% | 1.89% | +42.0% |
| Q3 2019 | $5,588,000 | +71.6% | 186,283 | +75.2% | 1.33% | +61.8% |
| Q2 2019 | $3,257,000 | +633.6% | 106,302 | +202.9% | 0.82% | +563.7% |
| Q1 2019 | $444,000 | -79.1% | 35,089 | -56.4% | 0.12% | -81.7% |
| Q4 2018 | $2,120,000 | -0.7% | 80,452 | +25.3% | 0.68% | +7.8% |
| Q3 2018 | $2,135,000 | +727.5% | 64,233 | +702.3% | 0.63% | +675.3% |
| Q2 2018 | $258,000 | -37.1% | 8,006 | -41.6% | 0.08% | -48.1% |
| Q1 2018 | $410,000 | – | 13,700 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |