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 2023 | $5,092,804 | -9.8% | 137,986 | -5.1% | 0.37% | -8.9% |
| Q2 2023 | $5,647,962 | +147.5% | 145,416 | +140.7% | 0.40% | +145.7% |
| Q1 2023 | $2,282,165 | +573.4% | 60,423 | +559.1% | 0.16% | +556.0% |
| Q4 2022 | $338,913 | +65.3% | 9,167 | +52.1% | 0.02% | +47.1% |
| Q3 2022 | $205,000 | -36.1% | 6,025 | -32.4% | 0.02% | -34.6% |
| Q2 2022 | $321,000 | -54.0% | 8,915 | -46.2% | 0.03% | -43.5% |
| Q1 2022 | $698,000 | +15.2% | 16,582 | +22.3% | 0.05% | +21.1% |
| Q4 2021 | $606,000 | +164.6% | 13,554 | +151.7% | 0.04% | +153.3% |
| Q3 2021 | $229,000 | -96.4% | 5,386 | -97.2% | 0.02% | -97.9% |
| Q3 2018 | $6,372,000 | – | 191,691 | – | 0.71% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |