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 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. | 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% |