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 | $2,624,054 | -7.0% | 71,112 | -2.1% | 0.25% | -1.6% |
| Q2 2023 | $2,820,488 | +19.0% | 72,618 | +15.8% | 0.25% | +8.2% |
| Q1 2023 | $2,369,538 | +20.7% | 62,736 | +8.8% | 0.23% | +6.4% |
| Q3 2022 | $1,963,000 | -5.4% | 57,646 | -0.0% | 0.22% | -4.8% |
| Q2 2022 | $2,075,000 | -14.8% | 57,670 | -0.4% | 0.23% | -3.0% |
| Q1 2022 | $2,435,000 | -51.4% | 57,877 | -48.5% | 0.24% | -50.4% |
| Q4 2021 | $5,014,000 | +9.1% | 112,476 | +4.2% | 0.48% | -2.2% |
| Q3 2021 | $4,597,000 | -2.1% | 107,921 | +1.0% | 0.49% | -1.0% |
| Q2 2021 | $4,697,000 | +51.8% | 106,899 | +46.1% | 0.49% | +35.0% |
| Q1 2021 | $3,094,000 | -83.5% | 73,193 | -88.0% | 0.37% | +73.5% |
| Q2 2018 | $18,709,000 | +7068.2% | 607,504 | +6751.3% | 0.21% | +322.0% |
| Q1 2018 | $261,000 | – | 8,867 | – | 0.05% | – |
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% |