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 | $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. | 463,431 | $19,497,000 | 11.61% |
| WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
| Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
| Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
| Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
| Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
| Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
| McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
| Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |