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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,346,000 | +26.7% | 52,494 | +20.8% | 0.71% | +12.5% |
| Q3 2021 | $1,851,000 | +153.2% | 43,441 | +161.2% | 0.63% | +149.2% |
| Q2 2021 | $731,000 | +67.3% | 16,630 | +60.9% | 0.25% | +48.5% |
| Q1 2021 | $437,000 | +32.0% | 10,336 | +11.8% | 0.17% | +26.7% |
| Q4 2020 | $331,000 | -39.4% | 9,246 | +5.7% | 0.14% | -47.3% |
| Q3 2020 | $546,000 | -52.8% | 8,749 | -75.3% | 0.26% | -64.3% |
| Q4 2019 | $1,158,000 | -32.9% | 35,487 | -37.7% | 0.72% | -8.3% |
| Q3 2019 | $1,726,000 | +113.3% | 56,980 | +115.8% | 0.78% | +50.7% |
| Q2 2019 | $809,000 | +55.0% | 26,399 | +52.9% | 0.52% | +40.3% |
| Q1 2019 | $522,000 | +1988.0% | 17,265 | +2088.2% | 0.37% | +2076.5% |
| Q2 2018 | $25,000 | – | 789 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |