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 2022 | $154,000 | -66.5% | 4,536 | -64.5% | 0.02% | -60.8% |
| Q2 2022 | $460,000 | -8.5% | 12,776 | +6.9% | 0.05% | -5.6% |
| Q1 2022 | $503,000 | -12.8% | 11,956 | -7.3% | 0.05% | -11.5% |
| Q4 2021 | $577,000 | +0.7% | 12,903 | -4.0% | 0.06% | -4.7% |
| Q3 2021 | $573,000 | -0.9% | 13,442 | +2.1% | 0.06% | +1.6% |
| Q2 2021 | $578,000 | -22.8% | 13,161 | -25.7% | 0.06% | -43.8% |
| Q1 2021 | $749,000 | +131.9% | 17,720 | +96.4% | 0.11% | +96.5% |
| Q4 2020 | $323,000 | +94.6% | 9,023 | +48.8% | 0.06% | +62.9% |
| Q3 2020 | $166,000 | -7.8% | 6,063 | -0.9% | 0.04% | -10.3% |
| Q2 2020 | $180,000 | +20.8% | 6,119 | -8.0% | 0.04% | -2.5% |
| Q1 2020 | $149,000 | -46.8% | 6,650 | -22.9% | 0.04% | -39.4% |
| Q4 2019 | $280,000 | – | 8,629 | – | 0.07% | – |
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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% |