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 | $510,055 | -22.4% | 13,823 | -18.3% | 0.10% | -15.3% |
| Q2 2023 | $656,965 | +47.2% | 16,915 | +43.1% | 0.12% | +36.3% |
| Q1 2023 | $446,352 | +2.0% | 11,818 | -0.2% | 0.09% | +54.2% |
| Q4 2022 | $437,564 | +13.9% | 11,836 | +4.9% | 0.06% | -37.2% |
| Q3 2022 | $384,000 | -7.7% | 11,288 | -2.5% | 0.09% | +11.9% |
| Q2 2022 | $416,000 | +4.3% | 11,575 | +22.0% | 0.08% | +18.3% |
| Q1 2022 | $399,000 | -1.5% | 9,484 | +4.6% | 0.07% | +6.0% |
| Q4 2021 | $405,000 | -8.0% | 9,064 | -12.1% | 0.07% | -14.1% |
| Q3 2021 | $440,000 | +3.3% | 10,308 | +6.2% | 0.08% | 0.0% |
| Q2 2021 | $426,000 | +27.9% | 9,702 | +23.0% | 0.08% | +2.6% |
| Q1 2021 | $333,000 | +42.9% | 7,886 | +21.3% | 0.08% | +31.0% |
| Q4 2020 | $233,000 | +86.4% | 6,501 | +42.7% | 0.06% | +41.5% |
| Q3 2020 | $125,000 | +33.0% | 4,555 | +29.2% | 0.04% | +13.9% |
| Q2 2020 | $94,000 | +20.5% | 3,525 | -0.9% | 0.04% | 0.0% |
| Q1 2020 | $78,000 | -45.8% | 3,558 | -19.2% | 0.04% | -33.3% |
| Q4 2019 | $144,000 | +71.4% | 4,405 | +57.8% | 0.05% | +42.1% |
| Q3 2019 | $84,000 | +71.4% | 2,791 | +73.7% | 0.04% | +81.0% |
| Q2 2019 | $49,000 | -3.9% | 1,607 | -4.1% | 0.02% | -19.2% |
| Q1 2019 | $51,000 | +27.5% | 1,676 | +11.4% | 0.03% | 0.0% |
| Q4 2018 | $40,000 | -9.1% | 1,505 | +13.4% | 0.03% | 0.0% |
| Q3 2018 | $44,000 | – | 1,327 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |