SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,266 | -19.1% | 1,145 | -14.8% | 0.01% | -25.0% |
| Q2 2023 | $52,216 | +3.1% | 1,344 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $50,658 | -51.3% | 1,341 | -43.1% | 0.01% | -50.0% |
| Q2 2021 | $104,000 | +9.5% | 2,357 | +5.1% | 0.02% | -5.9% |
| Q1 2021 | $95,000 | +28.4% | 2,242 | -17.4% | 0.02% | -34.6% |
| Q3 2020 | $74,000 | +12.1% | 2,714 | +8.7% | 0.03% | -13.3% |
| Q2 2020 | $66,000 | -2.9% | 2,496 | -19.3% | 0.03% | -28.6% |
| Q1 2020 | $68,000 | -57.5% | 3,093 | -36.9% | 0.04% | -46.2% |
| Q4 2019 | $160,000 | -4.2% | 4,900 | -12.2% | 0.08% | -12.4% |
| Q3 2019 | $167,000 | +44.0% | 5,580 | +47.3% | 0.09% | +32.8% |
| Q2 2019 | $116,000 | -21.6% | 3,788 | -22.7% | 0.07% | -19.3% |
| Q1 2019 | $148,000 | +14.7% | 4,901 | +0.5% | 0.08% | -5.7% |
| Q4 2018 | $129,000 | +4.9% | 4,875 | +31.9% | 0.09% | +25.7% |
| Q3 2018 | $123,000 | +64.0% | 3,697 | +59.0% | 0.07% | +52.2% |
| Q2 2018 | $75,000 | +837.5% | 2,325 | +761.1% | 0.05% | +820.0% |
| Q1 2018 | $8,000 | -20.0% | 270 | -18.9% | 0.01% | -16.7% |
| Q4 2017 | $10,000 | – | 333 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |