SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,425,919 | +4616263.2% | 3,653,711 | +2349.5% | 2.95% | +18318.8% |
| Q2 2023 | $5,793 | +14.0% | 149,161 | +10.8% | 0.02% | -89.8% |
| Q1 2023 | $5,083 | +150.0% | 134,669 | +144.9% | 0.16% | +1327.3% |
| Q4 2022 | $2,033 | -99.9% | 54,987 | -0.3% | 0.01% | -82.8% |
| Q3 2022 | $1,879,000 | -52.5% | 55,168 | -49.7% | 0.06% | -48.0% |
| Q2 2022 | $3,954,000 | +64.1% | 109,702 | +92.0% | 0.12% | +80.9% |
| Q1 2022 | $2,409,000 | -12.6% | 57,138 | -14.2% | 0.07% | +9.7% |
| Q4 2021 | $2,755,000 | -3.0% | 66,577 | -0.1% | 0.06% | -95.4% |
| Q3 2021 | $2,840,000 | -36.0% | 66,646 | -34.0% | 1.34% | -15.9% |
| Q2 2021 | $4,437,000 | +5.5% | 100,983 | +1.5% | 1.59% | +1747.7% |
| Q1 2021 | $4,205,000 | +43.6% | 99,469 | +21.9% | 0.09% | -96.8% |
| Q4 2020 | $2,929,000 | +359.8% | 81,622 | +181.3% | 2.68% | +134000.0% |
| Q1 2020 | $637,000 | +15825.0% | 29,015 | +21715.8% | 0.00% | -33.3% |
| Q4 2019 | $4,000 | – | 133 | – | 0.00% | – |
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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% |