SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 212 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $34,018,148 | +15.1% | 806,499 | +0.7% | 8.94% | +4.0% |
Q3 2023 | $29,565,375 | -5.7% | 801,230 | -0.7% | 8.60% | -0.5% |
Q2 2023 | $31,348,943 | +4.9% | 807,130 | +2.0% | 8.64% | +2.1% |
Q1 2023 | $29,878,272 | -11.0% | 791,058 | -12.8% | 8.47% | -13.0% |
Q4 2022 | $33,556,593 | +9.7% | 907,671 | +1.1% | 9.74% | +4.1% |
Q3 2022 | $30,579,000 | -4.8% | 897,808 | +0.6% | 9.35% | -0.5% |
Q2 2022 | $32,118,000 | -16.3% | 892,674 | -2.1% | 9.40% | -7.5% |
Q1 2022 | $38,353,000 | -1.0% | 911,647 | +5.1% | 10.16% | +4.7% |
Q4 2021 | $38,755,000 | +7.4% | 867,200 | +2.4% | 9.71% | +1.3% |
Q3 2021 | $36,071,000 | -0.1% | 846,728 | +3.0% | 9.58% | -1.0% |
Q2 2021 | $36,115,000 | +6.3% | 821,923 | +2.2% | 9.68% | -0.9% |
Q1 2021 | $33,982,000 | +9.7% | 803,931 | -7.1% | 9.76% | +1.1% |
Q4 2020 | $30,972,000 | +47.1% | 865,140 | +12.5% | 9.66% | +25.1% |
Q3 2020 | $21,053,000 | +5.0% | 768,916 | +1.9% | 7.72% | -1.2% |
Q2 2020 | $20,044,000 | +47.0% | 754,377 | +20.8% | 7.81% | +9.7% |
Q1 2020 | $13,640,000 | -16.9% | 624,559 | +24.2% | 7.12% | -13.5% |
Q4 2019 | $16,412,000 | +7.0% | 502,965 | +1.4% | 8.23% | +1.3% |
Q3 2019 | $15,336,000 | +5.3% | 495,999 | +4.3% | 8.12% | +0.3% |
Q2 2019 | $14,559,000 | +7.2% | 475,772 | +9.3% | 8.10% | +3.2% |
Q1 2019 | $13,577,000 | +28.5% | 435,295 | +8.6% | 7.85% | +7.5% |
Q4 2018 | $10,566,000 | – | 400,827 | – | 7.30% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |