SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |