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 | $999,031 | +39.3% | 27,074 | +46.7% | 0.07% | +41.7% |
| Q2 2023 | $716,986 | -11.7% | 18,460 | -14.2% | 0.05% | -18.6% |
| Q1 2023 | $812,168 | +74.7% | 21,503 | +71.0% | 0.06% | +63.9% |
| Q4 2022 | $464,898 | -27.9% | 12,575 | -33.6% | 0.04% | -33.3% |
| Q3 2022 | $645,000 | -34.3% | 18,940 | -30.6% | 0.05% | -34.1% |
| Q2 2022 | $982,000 | +19.9% | 27,290 | +40.1% | 0.08% | +26.2% |
| Q1 2022 | $819,000 | +4.9% | 19,475 | +10.3% | 0.06% | -5.8% |
| Q4 2021 | $781,000 | -14.7% | 17,659 | -16.3% | 0.07% | -10.4% |
| Q3 2021 | $916,000 | +17.3% | 21,105 | +19.5% | 0.08% | +11.6% |
| Q2 2021 | $781,000 | -0.3% | 17,659 | -3.8% | 0.07% | -13.8% |
| Q1 2021 | $783,000 | +15.3% | 18,358 | -3.1% | 0.08% | -1.2% |
| Q4 2020 | $679,000 | +97.4% | 18,954 | +57.6% | 0.08% | +72.3% |
| Q3 2020 | $344,000 | +14.3% | 12,029 | +6.1% | 0.05% | +9.3% |
| Q2 2020 | $301,000 | -10.4% | 11,337 | -26.4% | 0.04% | -51.1% |
| Q1 2020 | $336,000 | -14.5% | 15,401 | +27.7% | 0.09% | -12.0% |
| Q4 2019 | $393,000 | +15.9% | 12,056 | +6.8% | 0.10% | +7.5% |
| Q3 2019 | $339,000 | – | 11,287 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |