SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,488,014 | -2.4% | 528,128 | +2.7% | 2.23% | -0.7% |
| Q2 2023 | $19,965,985 | +4.9% | 514,057 | +2.0% | 2.25% | -7.6% |
| Q1 2023 | $19,037,797 | +9.1% | 504,045 | +6.8% | 2.43% | +0.9% |
| Q4 2022 | $17,450,466 | +11.5% | 472,017 | +2.8% | 2.41% | +4.5% |
| Q3 2022 | $15,646,000 | -1.0% | 459,372 | +4.6% | 2.31% | +4.8% |
| Q2 2022 | $15,798,000 | -15.1% | 439,087 | -0.7% | 2.20% | -5.3% |
| Q1 2022 | $18,609,000 | -9.0% | 442,345 | -3.4% | 2.32% | -6.4% |
| Q4 2021 | $20,455,000 | +10.3% | 457,713 | +5.1% | 2.48% | -1.8% |
| Q3 2021 | $18,549,000 | -1.9% | 435,424 | +1.2% | 2.53% | -29.5% |
| Q2 2021 | $18,910,000 | +12.5% | 430,356 | +8.2% | 3.59% | +5.4% |
| Q1 2021 | $16,804,000 | +29.5% | 397,559 | +9.7% | 3.40% | +11.9% |
| Q4 2020 | $12,980,000 | +55.8% | 362,498 | +19.2% | 3.04% | +34.0% |
| Q3 2020 | $8,330,000 | +5.8% | 304,209 | +2.6% | 2.27% | -3.9% |
| Q2 2020 | $7,872,000 | +51.9% | 296,358 | +25.0% | 2.36% | +25.7% |
| Q1 2020 | $5,182,000 | – | 237,100 | – | 1.88% | – |
Download | ||||||
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% |