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 | $571,335 | +24.8% | 15,483 | +31.4% | 0.04% | -10.3% |
| Q2 2023 | $457,715 | +29.1% | 11,785 | +25.5% | 0.04% | +25.8% |
| Q1 2023 | $354,614 | -2.0% | 9,389 | -4.0% | 0.03% | -11.4% |
| Q4 2022 | $361,719 | +8.0% | 9,784 | -0.7% | 0.04% | -2.8% |
| Q3 2022 | $335,000 | +26.9% | 9,850 | +34.1% | 0.04% | +63.6% |
| Q2 2022 | $264,000 | -0.4% | 7,347 | +16.7% | 0.02% | -24.1% |
| Q1 2022 | $265,000 | -5.4% | 6,296 | +0.4% | 0.03% | -3.3% |
| Q4 2021 | $280,000 | +1.4% | 6,274 | -3.2% | 0.03% | -11.8% |
| Q3 2021 | $276,000 | -3.2% | 6,483 | +0.1% | 0.03% | -5.6% |
| Q2 2021 | $285,000 | +4.0% | 6,479 | +0.0% | 0.04% | -10.0% |
| Q1 2021 | $274,000 | -67.1% | 6,477 | -78.7% | 0.04% | -80.4% |
| Q3 2020 | $833,000 | +96.0% | 30,433 | +2095.7% | 0.20% | +1100.0% |
| Q2 2019 | $425,000 | – | 1,386 | – | 0.02% | – |
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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% |