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 2022 | $3,622,000 | -7.8% | 106,351 | -2.6% | 0.31% | -1.9% |
| Q2 2022 | $3,927,000 | +1.2% | 109,140 | +18.4% | 0.32% | +13.2% |
| Q1 2022 | $3,879,000 | -5.8% | 92,194 | +0.0% | 0.28% | -5.4% |
| Q4 2021 | $4,120,000 | +19.8% | 92,184 | +14.2% | 0.30% | +8.0% |
| Q3 2021 | $3,440,000 | +19.5% | 80,747 | +23.3% | 0.27% | +14.6% |
| Q2 2021 | $2,878,000 | +18.8% | 65,503 | +14.3% | 0.24% | +3.0% |
| Q1 2021 | $2,422,000 | +35.9% | 57,289 | +15.1% | 0.23% | +28.2% |
| Q4 2020 | $1,782,000 | +49.0% | 49,768 | +14.0% | 0.18% | +30.2% |
| Q3 2020 | $1,196,000 | +22.7% | 43,671 | +19.0% | 0.14% | +8.6% |
| Q2 2020 | $975,000 | +97.4% | 36,699 | +62.3% | 0.13% | +62.0% |
| Q1 2020 | $494,000 | -36.7% | 22,608 | -5.4% | 0.08% | -19.4% |
| Q4 2019 | $780,000 | +13.0% | 23,897 | +3.9% | 0.10% | +3.2% |
| Q3 2019 | $690,000 | -1.4% | 22,999 | +0.6% | 0.10% | -2.1% |
| Q2 2019 | $700,000 | +40.3% | 22,861 | +41.5% | 0.10% | +32.9% |
| Q1 2019 | $499,000 | +1117.1% | 16,159 | +949.3% | 0.07% | +942.9% |
| Q4 2018 | $41,000 | – | 1,540 | – | 0.01% | – |
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% |