SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $352,240 | +1501.1% | 9,069 | +1637.4% | 0.07% | +957.1% |
| Q1 2022 | $22,000 | -4.3% | 522 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | +4.5% | 522 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $22,000 | -4.3% | 522 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 522 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $22,000 | +15.8% | 522 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $19,000 | +35.7% | 522 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $14,000 | 0.0% | 522 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $14,000 | +27.3% | 522 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $11,000 | -35.3% | 522 | 0.0% | 0.01% | -30.0% |
| Q4 2019 | $17,000 | +6.2% | 522 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 522 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 522 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 522 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 522 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $16,000 | 0.0% | 522 | +6.3% | 0.01% | -8.3% |
| Q2 2018 | $16,000 | -42.9% | 491 | -46.7% | 0.01% | -42.9% |
| Q1 2018 | $28,000 | – | 921 | – | 0.02% | – |
Download | ||||||
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% |