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. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |