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 2022 | $6,057,000 | +321.2% | 177,825 | +345.1% | 0.17% | +322.5% |
| Q2 2022 | $1,438,000 | -67.7% | 39,956 | -62.2% | 0.04% | -61.9% |
| Q1 2022 | $4,449,000 | -23.2% | 105,757 | -18.4% | 0.10% | -29.1% |
| Q4 2021 | $5,793,000 | +33.3% | 129,606 | +27.1% | 0.15% | +13.8% |
| Q3 2021 | $4,346,000 | +52.3% | 102,007 | +57.0% | 0.13% | +28.7% |
| Q2 2021 | $2,854,000 | +223.6% | 64,961 | +211.3% | 0.10% | +129.5% |
| Q1 2021 | $882,000 | +21.8% | 20,870 | +3.2% | 0.04% | -18.5% |
| Q4 2020 | $724,000 | +197.9% | 20,224 | +127.5% | 0.05% | +145.5% |
| Q3 2020 | $243,000 | +3.8% | 8,888 | +16.3% | 0.02% | -83.3% |
| Q2 2019 | $234,000 | – | 7,643 | – | 0.13% | – |
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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% |