SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $156,198 | -5.0% | 4,233 | 0.0% | 0.07% | -1.5% |
| Q2 2023 | $164,410 | +2.8% | 4,233 | 0.0% | 0.07% | -4.3% |
| Q1 2023 | $159,880 | +102387.2% | 4,233 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $156 | -99.9% | 4,233 | 0.0% | 0.07% | -1.4% |
| Q3 2022 | $144,000 | -11.1% | 4,233 | -5.7% | 0.07% | -2.7% |
| Q2 2022 | $162,000 | -14.3% | 4,490 | 0.0% | 0.07% | -2.7% |
| Q1 2022 | $189,000 | +455.9% | 4,490 | +493.1% | 0.08% | +435.7% |
| Q4 2021 | $34,000 | +6.2% | 757 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $32,000 | -3.0% | 757 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $33,000 | – | 757 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |