SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $426,566 | +14.3% | 10,113 | 0.0% | 0.05% | 0.0% |
| Q3 2023 | $373,170 | +92.2% | 10,113 | +102.3% | 0.05% | +96.0% |
| Q2 2023 | $194,200 | +2.8% | 5,000 | 0.0% | 0.02% | -3.8% |
| Q1 2023 | $188,850 | +2.2% | 5,000 | 0.0% | 0.03% | -3.7% |
| Q4 2022 | $184,850 | +8.5% | 5,000 | 0.0% | 0.03% | +3.8% |
| Q3 2022 | $170,300 | -5.3% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $179,900 | -14.5% | 5,000 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $210,350 | -5.9% | 5,000 | 0.0% | 0.03% | -3.6% |
| Q4 2021 | $223,450 | +4.9% | 5,000 | 0.0% | 0.03% | -6.7% |
| Q3 2021 | $213,000 | -3.0% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $219,700 | +4.0% | 5,000 | 0.0% | 0.03% | -6.2% |
| Q1 2021 | $211,350 | +18.1% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $179,000 | +30.8% | 5,000 | 0.0% | 0.03% | +14.3% |
| Q3 2020 | $136,900 | -14.1% | 5,000 | -16.7% | 0.03% | -22.2% |
| Q2 2020 | $159,420 | -9.9% | 6,000 | -25.9% | 0.04% | -21.7% |
| Q1 2020 | $176,904 | – | 8,100 | – | 0.05% | – |
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% |