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 | $15,678,264 | -1.0% | 424,884 | +4.2% | 7.14% | +1.5% |
| Q2 2023 | $15,840,729 | +5.7% | 407,845 | +2.8% | 7.03% | -3.9% |
| Q1 2023 | $14,986,839 | +4.0% | 396,792 | +1.8% | 7.31% | -1.2% |
| Q4 2022 | $14,408,895 | +13.3% | 389,745 | +4.4% | 7.40% | +4.2% |
| Q3 2022 | $12,716,000 | +6.7% | 373,355 | +12.7% | 7.10% | +9.5% |
| Q2 2022 | $11,920,000 | +63.2% | 331,304 | +90.9% | 6.48% | +73.1% |
| Q1 2022 | $7,302,000 | +279.1% | 173,567 | +302.8% | 3.75% | +301.1% |
| Q4 2021 | $1,926,000 | +682.9% | 43,094 | +647.8% | 0.93% | +494.9% |
| Q3 2021 | $246,000 | – | 5,763 | – | 0.16% | – |
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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% |