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 2023 | $7,171,696 | -7.3% | 194,355 | -2.4% | 0.70% | -8.8% |
| Q2 2023 | $7,735,745 | +1.5% | 199,170 | -1.2% | 0.77% | -6.6% |
| Q1 2023 | $7,617,869 | -1.1% | 201,691 | -3.2% | 0.83% | -10.2% |
| Q4 2022 | $7,702,251 | -4.4% | 208,338 | -11.9% | 0.92% | -19.5% |
| Q3 2022 | $8,057,000 | -7.5% | 236,557 | -2.3% | 1.15% | -24.0% |
| Q2 2022 | $8,713,000 | -15.9% | 242,167 | -1.7% | 1.51% | -9.0% |
| Q1 2022 | $10,365,000 | +3.9% | 246,367 | +10.3% | 1.66% | +4.6% |
| Q4 2021 | $9,980,000 | +14.2% | 223,308 | +8.8% | 1.58% | -8.7% |
| Q3 2021 | $8,742,000 | +4.1% | 205,216 | +7.4% | 1.73% | -11.1% |
| Q2 2021 | $8,394,000 | +12.6% | 191,039 | +8.3% | 1.95% | -11.2% |
| Q1 2021 | $7,455,000 | +8.2% | 176,378 | -8.3% | 2.20% | -6.3% |
| Q4 2020 | $6,889,000 | +20.0% | 192,424 | -8.3% | 2.34% | -0.6% |
| Q3 2020 | $5,743,000 | -23.7% | 209,745 | -26.0% | 2.36% | -34.1% |
| Q2 2020 | $7,529,000 | +27.0% | 283,366 | +4.4% | 3.58% | -3.5% |
| Q1 2020 | $5,929,000 | +5.6% | 271,467 | +57.8% | 3.71% | +14.8% |
| Q4 2019 | $5,612,000 | +17.6% | 171,989 | +8.1% | 3.23% | +3.5% |
| Q3 2019 | $4,774,000 | +1.9% | 159,139 | +4.1% | 3.12% | -10.4% |
| Q2 2019 | $4,686,000 | +11.8% | 152,944 | +10.3% | 3.48% | +4.8% |
| Q1 2019 | $4,192,000 | +30.9% | 138,676 | +14.2% | 3.32% | +12.2% |
| Q4 2018 | $3,202,000 | +3.9% | 121,477 | +31.1% | 2.96% | -16.0% |
| Q3 2018 | $3,081,000 | -3.1% | 92,693 | -5.9% | 3.52% | -3.8% |
| Q2 2018 | $3,180,000 | +4.5% | 98,500 | -3.2% | 3.66% | +2.5% |
| Q1 2018 | $3,043,000 | +638.6% | 101,712 | +643.9% | 3.57% | +932.4% |
| Q4 2017 | $412,000 | – | 13,673 | – | 0.35% | – |
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% |