SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 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. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |