SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $537,606 | +14.0% | 14,569 | +20.0% | 0.01% | +14.3% |
Q2 2023 | $471,435 | +947.9% | 12,138 | +919.1% | 0.01% | +600.0% |
Q1 2023 | $44,988 | +576.0% | 1,191 | +561.7% | 0.00% | – |
Q4 2022 | $6,655 | +10.9% | 180 | 0.0% | 0.00% | – |
Q3 2022 | $6,000 | 0.0% | 180 | 0.0% | 0.00% | – |
Q2 2022 | $6,000 | -25.0% | 180 | 0.0% | 0.00% | – |
Q1 2022 | $8,000 | -98.7% | 180 | -98.7% | 0.00% | -100.0% |
Q4 2021 | $626,000 | +7.4% | 14,002 | +2.3% | 0.01% | 0.0% |
Q3 2021 | $583,000 | -16.2% | 13,684 | -13.6% | 0.01% | -16.7% |
Q2 2021 | $696,000 | -99.9% | 15,838 | -32.3% | 0.01% | +33.3% |
Q1 2021 | $988,696,000 | +16478166.7% | 23,390 | +12894.4% | 0.01% | – |
Q4 2020 | $6,000 | +20.0% | 180 | 0.0% | 0.00% | – |
Q3 2020 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
Q2 2020 | $5,000 | -93.4% | 180 | -94.9% | 0.00% | -100.0% |
Q1 2020 | $76,000 | -40.2% | 3,509 | -10.2% | 0.00% | -25.0% |
Q4 2019 | $127,000 | +21.0% | 3,909 | +11.4% | 0.00% | 0.0% |
Q3 2019 | $105,000 | +10400.0% | 3,509 | +6918.0% | 0.00% | – |
Q2 2019 | $1,000 | -94.1% | 50 | -90.5% | 0.00% | -100.0% |
Q3 2018 | $17,000 | -99.8% | 525 | -99.8% | 0.00% | -99.8% |
Q2 2018 | $8,595,000 | +286400.0% | 266,249 | +221774.2% | 0.51% | – |
Q1 2018 | $3,000 | 0.0% | 120 | 0.0% | 0.00% | – |
Q4 2017 | $3,000 | 0.0% | 120 | +200.0% | 0.00% | – |
Q3 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
Q2 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
Q1 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | -100.0% |
Q4 2016 | $3,000 | – | 40 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 463,431 | $19,497,000 | 11.61% |
WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |