SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,370 | -1.4% | 17,029 | +3.7% | 0.06% | -1.6% |
| Q2 2023 | $637,520 | +8.9% | 16,414 | +5.9% | 0.06% | -8.7% |
| Q1 2023 | $585,397 | -5.5% | 15,499 | -7.5% | 0.07% | -6.8% |
| Q4 2022 | $619,728 | +0.8% | 16,763 | -7.1% | 0.07% | -7.5% |
| Q3 2022 | $615,000 | -15.4% | 18,045 | -10.7% | 0.08% | -9.1% |
| Q2 2022 | $727,000 | -13.2% | 20,200 | +1.4% | 0.09% | -3.3% |
| Q1 2022 | $838,000 | -7.2% | 19,929 | -1.4% | 0.09% | -15.0% |
| Q4 2021 | $903,000 | +23.0% | 20,211 | +17.3% | 0.11% | +15.1% |
| Q3 2021 | $734,000 | 0.0% | 17,226 | +3.2% | 0.09% | +1.1% |
| Q2 2021 | $734,000 | +8.6% | 16,697 | +4.5% | 0.09% | -3.2% |
| Q1 2021 | $676,000 | +28.0% | 15,985 | +8.5% | 0.10% | +21.8% |
| Q4 2020 | $528,000 | +100.0% | 14,737 | +53.1% | 0.08% | +56.0% |
| Q3 2020 | $264,000 | +32.7% | 9,624 | +28.6% | 0.05% | +25.0% |
| Q2 2020 | $199,000 | +23.6% | 7,485 | +1.4% | 0.04% | +2.6% |
| Q1 2020 | $161,000 | +71.3% | 7,380 | +155.5% | 0.04% | +56.0% |
| Q4 2019 | $94,000 | +5.6% | 2,888 | -2.4% | 0.02% | 0.0% |
| Q3 2019 | $89,000 | -11.9% | 2,960 | -11.1% | 0.02% | -19.4% |
| Q2 2019 | $101,000 | +146.3% | 3,328 | +143.5% | 0.03% | +106.7% |
| Q1 2019 | $41,000 | -8.9% | 1,367 | -19.0% | 0.02% | -21.1% |
| Q4 2018 | $45,000 | -98.0% | 1,688 | -97.5% | 0.02% | -98.2% |
| Q3 2018 | $2,224,000 | +13.5% | 66,900 | +10.2% | 1.04% | +6.3% |
| Q2 2018 | $1,959,000 | – | 60,700 | – | 0.98% | – |
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% |