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 | $16,598,992 | +185.1% | 449,837 | +200.1% | 0.10% | +182.9% |
| Q2 2023 | $5,821,363 | +20.8% | 149,881 | +17.4% | 0.04% | +12.9% |
| Q1 2023 | $4,820,753 | -51.8% | 127,634 | -52.9% | 0.03% | -56.9% |
| Q4 2022 | $10,008,820 | -17.9% | 270,728 | -24.4% | 0.07% | -25.8% |
| Q3 2022 | $12,191,000 | +106.4% | 357,913 | +118.0% | 0.10% | +106.4% |
| Q2 2022 | $5,906,000 | -53.6% | 164,160 | -45.7% | 0.05% | -46.0% |
| Q1 2022 | $12,715,000 | -25.2% | 302,231 | -20.5% | 0.09% | -26.9% |
| Q4 2021 | $16,997,000 | +33.1% | 380,337 | +26.9% | 0.12% | +13.3% |
| Q3 2021 | $12,769,000 | +38.2% | 299,732 | +42.5% | 0.10% | +29.6% |
| Q2 2021 | $9,240,000 | +24.3% | 210,285 | +19.6% | 0.08% | +8.0% |
| Q1 2021 | $7,434,000 | +133.8% | 175,860 | +98.1% | 0.08% | +108.3% |
| Q4 2020 | $3,179,000 | -9.2% | 88,787 | -30.6% | 0.04% | -28.0% |
| Q3 2020 | $3,501,000 | -17.0% | 127,864 | -19.5% | 0.05% | -23.1% |
| Q2 2020 | $4,219,000 | -84.2% | 158,781 | -87.1% | 0.06% | -89.4% |
| Q1 2020 | $26,780,000 | -37.1% | 1,226,195 | -6.1% | 0.62% | -33.4% |
| Q4 2019 | $42,590,000 | +23.0% | 1,305,247 | +13.0% | 0.92% | -7.7% |
| Q3 2019 | $34,637,000 | -2.5% | 1,154,579 | -0.4% | 1.00% | -6.2% |
| Q2 2019 | $35,532,000 | +118.7% | 1,159,672 | +115.8% | 1.07% | -5.5% |
| Q1 2019 | $16,247,000 | +617.6% | 537,460 | +525.7% | 1.13% | +191.0% |
| Q4 2018 | $2,264,000 | -90.9% | 85,899 | -88.5% | 0.39% | -71.6% |
| Q3 2018 | $24,802,000 | +67.4% | 746,144 | +62.5% | 1.36% | +35.4% |
| Q2 2018 | $14,817,000 | +83.6% | 459,030 | +70.2% | 1.01% | +61.8% |
| Q1 2018 | $8,069,000 | +5.9% | 269,685 | +6.7% | 0.62% | -7.4% |
| Q4 2017 | $7,621,000 | +27.9% | 252,770 | +271.2% | 0.67% | +21.7% |
| Q3 2017 | $5,960,000 | +44.6% | 68,098 | +37.6% | 0.55% | +12.4% |
| Q2 2017 | $4,121,000 | – | 49,482 | – | 0.49% | – |
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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% |