SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,873,165 | +254.5% | 104,964 | +273.2% | 0.03% | +266.7% |
Q2 2023 | $1,092,505 | +22.7% | 28,128 | +19.3% | 0.01% | +12.5% |
Q1 2023 | $890,321 | +63.0% | 23,572 | +59.5% | 0.01% | +60.0% |
Q4 2022 | $546,257 | +49.7% | 14,776 | +37.9% | 0.01% | -28.6% |
Q3 2022 | $365,000 | -4.7% | 10,715 | +0.8% | 0.01% | +16.7% |
Q2 2022 | $383,000 | -12.2% | 10,632 | +2.5% | 0.01% | 0.0% |
Q1 2022 | $436,000 | -50.6% | 10,368 | -47.5% | 0.01% | -53.8% |
Q4 2021 | $883,000 | -9.1% | 19,767 | -13.3% | 0.01% | -13.3% |
Q3 2021 | $971,000 | +267.8% | 22,788 | +265.3% | 0.02% | +200.0% |
Q1 2021 | $264,000 | – | 6,239 | – | 0.01% | – |
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% |