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 | ||||
|---|---|---|---|---|---|---|
| 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. | 463,431 | $19,497,000 | 11.61% |
| WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
| Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
| Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
| Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
| Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
| Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
| McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
| Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |