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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,071,568 | -9.3% | 760,746 | -4.6% | 0.50% | -6.8% |
| Q2 2023 | $30,966,328 | +247987.9% | 797,279 | +141.3% | 0.53% | +106.6% |
| Q1 2023 | $12,482 | +156.4% | 330,478 | +150.9% | 0.26% | +94.7% |
| Q4 2022 | $4,869 | -99.9% | 131,710 | +3.3% | 0.13% | -5.0% |
| Q3 2022 | $4,343,000 | +0.2% | 127,518 | +5.9% | 0.14% | +3.0% |
| Q2 2022 | $4,334,000 | -7.5% | 120,463 | +8.1% | 0.14% | -5.6% |
| Q1 2022 | $4,686,000 | -4.2% | 111,394 | +1.8% | 0.14% | -1.4% |
| Q4 2021 | $4,892,000 | +18.9% | 109,458 | +13.3% | 0.14% | +8.2% |
| Q3 2021 | $4,114,000 | +16.2% | 96,576 | +19.9% | 0.13% | +7.2% |
| Q2 2021 | $3,539,000 | +31.9% | 80,550 | +26.8% | 0.12% | +13.6% |
| Q1 2021 | $2,684,000 | +55.2% | 63,501 | +31.5% | 0.11% | +34.1% |
| Q4 2020 | $1,729,000 | +293.0% | 48,302 | +200.6% | 0.08% | +203.7% |
| Q3 2020 | $440,000 | -13.0% | 16,066 | -15.6% | 0.03% | -25.0% |
| Q2 2020 | $506,000 | – | 19,032 | – | 0.04% | – |
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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% |