SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $601,196 | -8.5% | 16,293 | -3.7% | 0.11% | -5.0% |
| Q2 2023 | $657,295 | -8.0% | 16,923 | -10.6% | 0.12% | -9.8% |
| Q1 2023 | $714,589 | +0.4% | 18,919 | -1.7% | 0.13% | -7.0% |
| Q4 2022 | $711,497 | -1.7% | 19,245 | -3.5% | 0.14% | -7.2% |
| Q3 2022 | $724,000 | -1.9% | 19,934 | -3.1% | 0.15% | -8.9% |
| Q2 2022 | $738,000 | -27.9% | 20,568 | -15.4% | 0.17% | -22.9% |
| Q1 2022 | $1,023,000 | -8.3% | 24,306 | -2.6% | 0.22% | -16.8% |
| Q4 2021 | $1,115,000 | +2.4% | 24,946 | -2.4% | 0.26% | -0.8% |
| Q3 2021 | $1,089,000 | -2.9% | 25,559 | +0.2% | 0.26% | -7.7% |
| Q2 2021 | $1,121,000 | -3.3% | 25,503 | -7.0% | 0.29% | -16.1% |
| Q1 2021 | $1,159,000 | +17.2% | 27,424 | -0.7% | 0.34% | +6.9% |
| Q4 2020 | $989,000 | -11.9% | 27,627 | -32.6% | 0.32% | -5.9% |
| Q3 2020 | $1,122,000 | -7.0% | 40,970 | -9.8% | 0.34% | -15.9% |
| Q2 2020 | $1,207,000 | -68.9% | 45,437 | -74.5% | 0.40% | -74.0% |
| Q1 2020 | $3,884,000 | -32.8% | 177,838 | +0.5% | 1.55% | -20.1% |
| Q4 2019 | $5,776,000 | +10.5% | 177,024 | +1.6% | 1.94% | -0.8% |
| Q3 2019 | $5,227,000 | +3.6% | 174,222 | +5.9% | 1.96% | -3.3% |
| Q2 2019 | $5,043,000 | +5.2% | 164,581 | +3.8% | 2.02% | -4.6% |
| Q1 2019 | $4,792,000 | +37.6% | 158,507 | +20.0% | 2.12% | +18.7% |
| Q4 2018 | $3,483,000 | – | 132,127 | – | 1.79% | – |
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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% |