SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 258 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $941,000 | -37.0% | 26,158 | -26.3% | 0.32% | -27.9% |
| Q1 2022 | $1,493,000 | -50.3% | 35,490 | -47.2% | 0.44% | -53.4% |
| Q4 2021 | $3,005,000 | -17.0% | 67,238 | -20.9% | 0.94% | -34.0% |
| Q3 2021 | $3,619,000 | -35.7% | 84,951 | -33.7% | 1.42% | -41.5% |
| Q2 2021 | $5,630,000 | +2.5% | 128,133 | -1.4% | 2.44% | -12.7% |
| Q1 2021 | $5,492,000 | +19.3% | 129,921 | +1.0% | 2.79% | +5.4% |
| Q4 2020 | $4,605,000 | +34.6% | 128,641 | +3.0% | 2.65% | +14.8% |
| Q3 2020 | $3,420,000 | -2.6% | 124,896 | -7.0% | 2.31% | -17.6% |
| Q2 2020 | $3,511,000 | -19.3% | 134,283 | +0.3% | 2.80% | -26.1% |
| Q4 2019 | $4,352,000 | – | 133,908 | – | 3.79% | – |
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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% |