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 | $265,090 | +905.2% | 7,184 | +958.0% | 0.01% | +600.0% |
| Q2 2023 | $26,372 | +126.7% | 679 | +120.5% | 0.00% | – |
| Q1 2023 | $11,633 | +2.2% | 308 | 0.0% | 0.00% | – |
| Q4 2022 | $11,387 | -89.1% | 308 | -90.0% | 0.00% | -100.0% |
| Q3 2022 | $104,000 | +766.7% | 3,065 | +806.8% | 0.00% | – |
| Q2 2022 | $12,000 | -14.3% | 338 | 0.0% | 0.00% | – |
| Q1 2022 | $14,000 | -6.7% | 338 | +3.0% | 0.00% | – |
| Q4 2021 | $15,000 | +7.1% | 328 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | -30.0% | 328 | -29.5% | 0.00% | -100.0% |
| Q2 2021 | $20,000 | 0.0% | 465 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +33.3% | 465 | +4.5% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +87.5% | 445 | +43.5% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 310 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $8,000 | +33.3% | 310 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -40.0% | 310 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | – | 310 | – | 0.00% | – |
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% |