SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,199,786 | -0.3% | 86,715 | +5.0% | 0.90% | -6.8% |
| Q2 2023 | $3,208,200 | +8.5% | 82,600 | +5.5% | 0.96% | +5.4% |
| Q1 2023 | $2,957,328 | +3.9% | 78,298 | +1.7% | 0.92% | -1.4% |
| Q4 2022 | $2,845,800 | +7.7% | 76,976 | -0.8% | 0.93% | -0.7% |
| Q3 2022 | $2,643,000 | -0.3% | 77,608 | +5.3% | 0.94% | +2.7% |
| Q2 2022 | $2,652,000 | -14.1% | 73,695 | +0.4% | 0.91% | +0.9% |
| Q1 2022 | $3,088,000 | +8.1% | 73,403 | +8.9% | 0.90% | +19.9% |
| Q4 2021 | $2,856,000 | +3.2% | 67,415 | +3.8% | 0.75% | -10.7% |
| Q3 2021 | $2,767,000 | -0.2% | 64,952 | +2.9% | 0.84% | -2.4% |
| Q2 2021 | $2,773,000 | +4.6% | 63,118 | +0.6% | 0.86% | -1.8% |
| Q1 2021 | $2,652,000 | +2.8% | 62,741 | -1.3% | 0.88% | +2.1% |
| Q4 2020 | $2,580,000 | -90.5% | 63,588 | -93.6% | 0.86% | -84.8% |
| Q3 2020 | $27,234,000 | +10.7% | 994,678 | +7.4% | 5.68% | +6.3% |
| Q2 2020 | $24,602,000 | +22.9% | 925,950 | +1.0% | 5.34% | +5.0% |
| Q1 2020 | $20,016,000 | – | 916,476 | – | 5.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |