SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 258 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,957 | -4.9% | 487 | +0.2% | 0.01% | 0.0% |
Q2 2023 | $18,874 | +3.3% | 486 | +0.4% | 0.01% | 0.0% |
Q1 2023 | $18,269 | +2.5% | 484 | +0.4% | 0.01% | 0.0% |
Q4 2022 | $17,821 | +11.4% | 482 | +0.4% | 0.01% | +12.5% |
Q3 2022 | $16,000 | -5.9% | 480 | +0.4% | 0.01% | 0.0% |
Q2 2022 | $17,000 | -15.0% | 478 | +0.4% | 0.01% | 0.0% |
Q1 2022 | $20,000 | -4.8% | 476 | 0.0% | 0.01% | -27.3% |
Q4 2021 | $21,000 | +5.0% | 476 | +0.6% | 0.01% | +22.2% |
Q3 2021 | $20,000 | -4.8% | 473 | +0.2% | 0.01% | 0.0% |
Q2 2021 | $21,000 | +5.0% | 472 | +0.4% | 0.01% | 0.0% |
Q1 2021 | $20,000 | +17.6% | 470 | +0.2% | 0.01% | 0.0% |
Q4 2020 | $17,000 | +30.8% | 469 | +0.4% | 0.01% | +12.5% |
Q3 2020 | $13,000 | +8.3% | 467 | +0.2% | 0.01% | 0.0% |
Q2 2020 | $12,000 | +33.3% | 466 | +17.4% | 0.01% | +14.3% |
Q1 2020 | $9,000 | -18.2% | 397 | +13.8% | 0.01% | +16.7% |
Q4 2019 | $11,000 | +10.0% | 349 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $10,000 | +900.0% | 349 | +1417.4% | 0.01% | +500.0% |
Q2 2019 | $1,000 | -98.6% | 23 | -99.0% | 0.00% | -97.6% |
Q1 2019 | $70,000 | +27.3% | 2,307 | +11.4% | 0.04% | +7.7% |
Q4 2018 | $55,000 | -19.1% | 2,070 | +1.8% | 0.04% | -9.3% |
Q3 2018 | $68,000 | +6.2% | 2,034 | +3.1% | 0.04% | -2.3% |
Q2 2018 | $64,000 | – | 1,972 | – | 0.04% | – |
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% |