SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,615,925 | -5.5% | 43,792 | -0.5% | 0.58% | -3.7% |
| Q2 2023 | $1,710,086 | -14.7% | 44,029 | -17.0% | 0.60% | -15.4% |
| Q1 2023 | $2,004,152 | +0.6% | 53,062 | -1.6% | 0.71% | +0.9% |
| Q4 2022 | $1,993,053 | +11.5% | 53,910 | +2.7% | 0.70% | +2.5% |
| Q3 2022 | $1,788,000 | +14.0% | 52,505 | +20.5% | 0.68% | +27.4% |
| Q2 2022 | $1,568,000 | -0.3% | 43,586 | +16.5% | 0.54% | +20.7% |
| Q1 2022 | $1,573,000 | +18.4% | 37,403 | +25.8% | 0.44% | +21.3% |
| Q4 2021 | $1,328,000 | +10.3% | 29,734 | +5.2% | 0.37% | +4.6% |
| Q3 2021 | $1,204,000 | -0.9% | 28,256 | +2.1% | 0.35% | -0.8% |
| Q2 2021 | $1,215,000 | +3.9% | 27,666 | 0.0% | 0.35% | +9.3% |
| Q1 2021 | $1,169,000 | +18.1% | 27,666 | -0.0% | 0.32% | +9.1% |
| Q4 2020 | $990,000 | +36.6% | 27,667 | +4.4% | 0.30% | +22.8% |
| Q3 2020 | $725,000 | +3.1% | 26,489 | 0.0% | 0.24% | -2.8% |
| Q2 2020 | $703,000 | +21.6% | 26,489 | 0.0% | 0.25% | +2.9% |
| Q1 2020 | $578,000 | – | 26,489 | – | 0.24% | – |
Download | ||||||
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% |