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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,646,894 | -2.0% | 44,631 | +3.2% | 0.11% | -8.4% |
| Q2 2023 | $1,679,747 | +11.2% | 43,247 | +8.2% | 0.12% | +2.6% |
| Q1 2023 | $1,510,087 | -10.7% | 39,981 | -12.6% | 0.12% | -17.7% |
| Q4 2022 | $1,690,347 | -8.6% | 45,722 | -15.8% | 0.14% | -27.3% |
| Q3 2022 | $1,849,000 | -32.9% | 54,287 | -29.1% | 0.19% | -22.4% |
| Q2 2022 | $2,754,000 | -19.2% | 76,547 | -5.5% | 0.25% | -9.7% |
| Q1 2022 | $3,409,000 | +516.5% | 81,029 | +554.6% | 0.28% | +592.5% |
| Q4 2021 | $553,000 | -4.5% | 12,378 | -8.9% | 0.04% | -18.4% |
| Q3 2021 | $579,000 | -22.2% | 13,587 | -19.7% | 0.05% | -25.8% |
| Q2 2021 | $744,000 | +4.9% | 16,926 | +1.0% | 0.07% | -12.0% |
| Q1 2021 | $709,000 | +11.3% | 16,763 | -5.8% | 0.08% | -14.8% |
| Q4 2020 | $637,000 | +15.2% | 17,796 | -11.9% | 0.09% | -34.8% |
| Q3 2020 | $553,000 | +1.5% | 20,208 | -1.4% | 0.14% | -19.2% |
| Q2 2020 | $545,000 | +2927.8% | 20,501 | +2355.2% | 0.17% | +1184.6% |
| Q1 2020 | $18,000 | – | 835 | – | 0.01% | – |
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% |