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 | $16,489,041 | -7.8% | 446,855 | -2.9% | 0.84% | -10.2% |
| Q2 2023 | $17,875,829 | +13.6% | 460,243 | +10.5% | 0.93% | +3.7% |
| Q1 2023 | $15,735,935 | +60.6% | 416,626 | +57.2% | 0.90% | +45.8% |
| Q4 2022 | $9,800,152 | +11.1% | 265,084 | +2.3% | 0.62% | -8.2% |
| Q3 2022 | $8,823,000 | +11.4% | 259,041 | +17.7% | 0.67% | -3.9% |
| Q2 2022 | $7,918,000 | -22.5% | 220,081 | -9.4% | 0.70% | -9.8% |
| Q1 2022 | $10,216,000 | -19.1% | 242,845 | -14.1% | 0.77% | -16.9% |
| Q4 2021 | $12,633,000 | +22.8% | 282,677 | +17.0% | 0.93% | +11.1% |
| Q3 2021 | $10,291,000 | -11.0% | 241,566 | -8.2% | 0.84% | +14.2% |
| Q2 2021 | $11,568,000 | +25.9% | 263,266 | +21.1% | 0.73% | +11.0% |
| Q1 2021 | $9,189,000 | +76.9% | 217,394 | +49.8% | 0.66% | +53.0% |
| Q4 2020 | $5,194,000 | +41.9% | 145,083 | +8.5% | 0.43% | +17.7% |
| Q3 2020 | $3,660,000 | +37.6% | 133,666 | +33.6% | 0.37% | +0.8% |
| Q2 2020 | $2,659,000 | +412.3% | 100,061 | +321.3% | 0.36% | +385.3% |
| Q1 2020 | $519,000 | – | 23,753 | – | 0.08% | – |
Download | ||||||
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% |