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 | $413,354 | -5.0% | 11,202 | 0.0% | 0.35% | -9.9% |
| Q2 2023 | $435,086 | -15.3% | 11,202 | -17.6% | 0.38% | -23.5% |
| Q1 2023 | $513,672 | -85.5% | 13,600 | -85.8% | 0.50% | -87.6% |
| Q4 2022 | $3,544,573 | +5.9% | 95,877 | -2.4% | 4.06% | +2.2% |
| Q3 2022 | $3,347,000 | -24.3% | 98,258 | -20.1% | 3.98% | -13.8% |
| Q2 2022 | $4,424,000 | -4.2% | 122,961 | +12.0% | 4.61% | +19.9% |
| Q1 2022 | $4,620,000 | +1.0% | 109,812 | +7.3% | 3.84% | +11.2% |
| Q4 2021 | $4,574,000 | -38.8% | 102,342 | -41.7% | 3.46% | -39.9% |
| Q3 2021 | $7,477,000 | -9.1% | 175,524 | -6.3% | 5.76% | -13.5% |
| Q2 2021 | $8,228,000 | -3.4% | 187,264 | -7.1% | 6.66% | -5.3% |
| Q1 2021 | $8,520,000 | +32669.2% | 201,551 | +27661.8% | 7.03% | +30456.5% |
| Q4 2020 | $26,000 | +30.0% | 726 | 0.0% | 0.02% | +9.5% |
| Q3 2020 | $20,000 | +17.6% | 726 | +11.5% | 0.02% | +5.0% |
| Q2 2020 | $17,000 | +30.8% | 651 | +7.2% | 0.02% | +17.6% |
| Q1 2020 | $13,000 | -99.2% | 607 | -98.8% | 0.02% | -98.9% |
| Q4 2019 | $1,666,000 | – | 51,051 | – | 1.60% | – |
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% |