SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,932,173 | -10.0% | 702,769 | -5.2% | 0.56% | -11.8% |
| Q2 2023 | $28,806,082 | +786.0% | 741,660 | +761.6% | 0.64% | +738.2% |
| Q1 2023 | $3,251,375 | +25.9% | 86,084 | +23.2% | 0.08% | +1.3% |
| Q4 2022 | $2,582,923 | +188.0% | 69,865 | +165.4% | 0.08% | +127.3% |
| Q3 2022 | $897,000 | +72.5% | 26,321 | +82.0% | 0.03% | +50.0% |
| Q2 2022 | $520,000 | -7.5% | 14,459 | +8.2% | 0.02% | +4.8% |
| Q1 2022 | $562,000 | +4.9% | 13,369 | +11.4% | 0.02% | +10.5% |
| Q4 2021 | $536,000 | +3.3% | 11,998 | -1.5% | 0.02% | -9.5% |
| Q3 2021 | $519,000 | +8550.0% | 12,181 | +6311.1% | 0.02% | – |
| Q2 2019 | $6,000 | -14.3% | 190 | -16.7% | 0.00% | -100.0% |
| Q1 2019 | $7,000 | 0.0% | 228 | -14.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -81.1% | 265 | -76.6% | 0.00% | -87.5% |
| Q2 2018 | $37,000 | +311.1% | 1,132 | +294.4% | 0.01% | +300.0% |
| Q1 2018 | $9,000 | – | 287 | – | 0.00% | – |
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% |