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 | $1,745,319 | +0.6% | 47,299 | +5.9% | 0.89% | +6.7% |
Q2 2023 | $1,734,502 | -9.9% | 44,658 | -12.4% | 0.83% | -2.1% |
Q1 2023 | $1,925,519 | +9.4% | 50,980 | +7.1% | 0.85% | +9.4% |
Q4 2022 | $1,759,315 | +9.7% | 47,588 | +1.1% | 0.78% | -8.5% |
Q3 2022 | $1,604,000 | -0.4% | 47,083 | +5.2% | 0.85% | -10.4% |
Q2 2022 | $1,610,000 | -9.7% | 44,760 | +5.6% | 0.95% | -0.3% |
Q1 2022 | $1,783,000 | -2.3% | 42,373 | +3.8% | 0.95% | +4.8% |
Q4 2021 | $1,825,000 | +8.6% | 40,841 | +3.5% | 0.91% | -1.7% |
Q3 2021 | $1,681,000 | -1.5% | 39,453 | +1.5% | 0.92% | +3.4% |
Q2 2021 | $1,707,000 | +7.1% | 38,855 | +3.0% | 0.90% | -3.6% |
Q1 2021 | $1,594,000 | +38.0% | 37,709 | +16.9% | 0.93% | +34.3% |
Q4 2020 | $1,155,000 | +27.9% | 32,270 | -2.1% | 0.69% | +6.0% |
Q3 2020 | $903,000 | +34.4% | 32,966 | +30.4% | 0.65% | +8.5% |
Q2 2020 | $672,000 | +23.8% | 25,279 | +1.6% | 0.60% | -36.8% |
Q1 2020 | $543,000 | -59.2% | 24,889 | -39.0% | 0.95% | +26.5% |
Q4 2019 | $1,332,000 | +23.2% | 40,835 | +13.3% | 0.75% | +19.4% |
Q3 2019 | $1,081,000 | +5.7% | 36,034 | +7.9% | 0.63% | +2.6% |
Q2 2019 | $1,023,000 | +18.1% | 33,396 | +16.6% | 0.61% | +15.4% |
Q1 2019 | $866,000 | +18.5% | 28,651 | +3.3% | 0.53% | -19.6% |
Q4 2018 | $731,000 | -23.0% | 27,748 | -2.8% | 0.66% | +1.1% |
Q3 2018 | $949,000 | +15.7% | 28,550 | +12.5% | 0.66% | +4.3% |
Q2 2018 | $820,000 | +21.1% | 25,389 | +12.2% | 0.63% | +9.8% |
Q1 2018 | $677,000 | +67600.0% | 22,637 | +86965.4% | 0.57% | +57100.0% |
Q4 2017 | $1,000 | – | 26 | – | 0.00% | – |
Download |
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% |