SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $347,899 | -52.3% | 8,957 | -53.6% | 0.02% | -53.8% |
| Q1 2023 | $729,024 | -55.8% | 19,302 | -56.7% | 0.04% | -61.0% |
| Q4 2022 | $1,647,859 | -63.6% | 44,573 | -66.5% | 0.10% | -68.2% |
| Q3 2022 | $4,527,000 | -66.2% | 132,904 | -64.3% | 0.31% | -68.9% |
| Q2 2022 | $13,387,000 | +115.0% | 372,064 | +167.0% | 1.01% | +104.0% |
| Q4 2021 | $6,227,000 | +17197.2% | 139,330 | +16447.5% | 0.50% | +16400.0% |
| Q3 2021 | $36,000 | -34.5% | 842 | -32.7% | 0.00% | -40.0% |
| Q2 2021 | $55,000 | -88.8% | 1,251 | -89.2% | 0.01% | -88.6% |
| Q1 2021 | $490,000 | -64.7% | 11,584 | -70.2% | 0.04% | -67.2% |
| Q4 2020 | $1,389,000 | +1.0% | 38,812 | -22.7% | 0.13% | -9.5% |
| Q3 2020 | $1,375,000 | +1.0% | 50,213 | -2.0% | 0.15% | -17.3% |
| Q2 2020 | $1,362,000 | +35.3% | 51,255 | +11.1% | 0.18% | +9.1% |
| Q1 2020 | $1,007,000 | -0.1% | 46,114 | +49.3% | 0.16% | -6.8% |
| Q4 2019 | $1,008,000 | -2.4% | 30,889 | -10.3% | 0.18% | +5.4% |
| Q3 2019 | $1,033,000 | +11.6% | 34,429 | +13.9% | 0.17% | +13.6% |
| Q2 2019 | $926,000 | +16.8% | 30,221 | +15.2% | 0.15% | +5.0% |
| Q1 2019 | $793,000 | +28.3% | 26,241 | +11.8% | 0.14% | +7.7% |
| Q4 2018 | $618,000 | -14.3% | 23,462 | +8.1% | 0.13% | -45.4% |
| Q3 2018 | $721,000 | +5.4% | 21,702 | -0.3% | 0.24% | +47.8% |
| Q2 2018 | $684,000 | – | 21,767 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |