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 | $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. | 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% |