SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,108,328 | +3.5% | 30,036 | +9.0% | 0.46% | +3.6% |
| Q2 2023 | $1,070,663 | +15.2% | 27,566 | +12.0% | 0.44% | +7.8% |
| Q1 2023 | $929,369 | +4.9% | 24,606 | +2.7% | 0.41% | -2.6% |
| Q4 2022 | $885,727 | +13.8% | 23,958 | +4.9% | 0.42% | +4.7% |
| Q3 2022 | $778,000 | -0.6% | 22,832 | +4.9% | 0.40% | +3.9% |
| Q2 2022 | $783,000 | -14.9% | 21,771 | -0.4% | 0.39% | -0.3% |
| Q1 2022 | $920,000 | +8.1% | 21,860 | +14.8% | 0.39% | +9.0% |
| Q4 2021 | $851,000 | +12.1% | 19,045 | +6.9% | 0.36% | +1.7% |
| Q3 2021 | $759,000 | -0.5% | 17,820 | -0.4% | 0.35% | -1.1% |
| Q2 2021 | $763,000 | +61.0% | 17,884 | +59.6% | 0.36% | +46.1% |
| Q1 2021 | $474,000 | +34.7% | 11,207 | +14.1% | 0.24% | +25.9% |
| Q4 2020 | $352,000 | +67.6% | 9,822 | +24.0% | 0.19% | +31.3% |
| Q2 2020 | $210,000 | -0.9% | 7,918 | +20.1% | 0.15% | -3.9% |
| Q4 2019 | $212,000 | – | 6,594 | – | 0.15% | – |
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% |