SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,491,536 | +8.7% | 1,314,125 | +14.4% | 0.07% | -10.0% |
| Q2 2023 | $44,629,219 | +29.2% | 1,149,080 | +25.4% | 0.08% | +23.1% |
| Q1 2023 | $34,536,061 | +4.5% | 916,587 | +2.5% | 0.06% | -3.0% |
| Q4 2022 | $33,060,815 | -58.1% | 894,271 | -61.4% | 0.07% | -62.8% |
| Q3 2022 | $78,857,000 | -9.6% | 2,315,222 | -4.4% | 0.18% | -6.2% |
| Q2 2022 | $87,215,000 | -8.4% | 2,422,416 | +0.8% | 0.19% | +3.8% |
| Q1 2022 | $95,193,000 | -2.7% | 2,402,954 | +9.9% | 0.18% | 0.0% |
| Q4 2021 | $97,813,000 | +72.0% | 2,186,895 | +64.2% | 0.18% | +56.8% |
| Q3 2021 | $56,862,000 | +1.8% | 1,331,992 | +4.9% | 0.12% | -2.5% |
| Q2 2021 | $55,875,000 | -14.6% | 1,270,036 | -17.9% | 0.12% | -22.9% |
| Q1 2021 | $65,454,000 | +394.0% | 1,546,724 | +318.0% | 0.16% | +348.6% |
| Q4 2020 | $13,250,000 | +79.2% | 370,017 | +37.0% | 0.04% | +59.1% |
| Q3 2020 | $7,392,000 | +29.1% | 270,040 | +25.3% | 0.02% | +15.8% |
| Q2 2020 | $5,727,000 | -1.9% | 215,551 | -26.1% | 0.02% | -20.8% |
| Q1 2020 | $5,838,000 | – | 291,547 | – | 0.02% | – |
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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% |