SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 236 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $480,913 | -13.2% | 13,033 | -8.7% | 0.09% | -11.2% |
| Q2 2023 | $554,282 | +67.2% | 14,271 | +62.6% | 0.10% | +58.1% |
| Q1 2023 | $331,501 | +7.1% | 8,777 | +4.8% | 0.06% | -8.8% |
| Q4 2022 | $309,514 | +1.5% | 8,372 | -6.6% | 0.07% | -8.1% |
| Q3 2022 | $305,000 | -1.6% | 8,965 | +4.2% | 0.07% | +1.4% |
| Q2 2022 | $310,000 | -28.9% | 8,607 | -17.0% | 0.07% | -14.1% |
| Q1 2022 | $436,000 | -9.4% | 10,369 | -3.7% | 0.08% | +3.7% |
| Q4 2021 | $481,000 | +4.1% | 10,767 | -0.8% | 0.08% | -2.4% |
| Q3 2021 | $462,000 | -6.3% | 10,855 | -3.2% | 0.08% | -6.7% |
| Q2 2021 | $493,000 | +2.3% | 11,214 | -1.7% | 0.09% | -5.3% |
| Q1 2021 | $482,000 | +18.1% | 11,409 | +0.1% | 0.10% | +4.4% |
| Q4 2020 | $408,000 | -27.0% | 11,403 | -33.4% | 0.09% | -47.4% |
| Q4 2019 | $559,000 | +132.0% | 17,126 | +112.8% | 0.17% | +113.6% |
| Q3 2019 | $241,000 | -3.2% | 8,049 | -0.9% | 0.08% | -2.4% |
| Q2 2019 | $249,000 | -3.5% | 8,119 | -4.9% | 0.08% | -6.7% |
| Q1 2019 | $258,000 | +15.2% | 8,539 | +0.3% | 0.09% | -3.3% |
| Q4 2018 | $224,000 | -88.2% | 8,514 | -85.0% | 0.09% | -86.0% |
| Q3 2018 | $1,891,000 | +17.4% | 56,893 | +14.0% | 0.66% | +7.4% |
| Q2 2018 | $1,611,000 | – | 49,896 | – | 0.61% | – |
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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% |