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 | $1,638,926 | -5.0% | 44,415 | +0.0% | 0.21% | -1.9% |
| Q2 2023 | $1,724,488 | +3.0% | 44,400 | +0.1% | 0.22% | -10.4% |
| Q1 2023 | $1,675,057 | -94.1% | 44,349 | -94.3% | 0.24% | -87.3% |
| Q4 2022 | $28,605,035 | -44.1% | 773,736 | -48.5% | 1.90% | -22.8% |
| Q3 2022 | $51,200,000 | +83.9% | 1,503,233 | +94.3% | 2.46% | +22.7% |
| Q2 2022 | $27,840,000 | -14.1% | 773,775 | +0.5% | 2.00% | -1.1% |
| Q1 2022 | $32,393,000 | +1675.0% | 769,978 | +1785.7% | 2.03% | +593.8% |
| Q4 2021 | $1,825,000 | +5.0% | 40,833 | +0.1% | 0.29% | -0.3% |
| Q3 2021 | $1,738,000 | -3.0% | 40,806 | +0.0% | 0.29% | -2.7% |
| Q2 2021 | $1,792,000 | -51.0% | 40,788 | -52.8% | 0.30% | -55.0% |
| Q1 2021 | $3,654,000 | -37.0% | 86,449 | -46.6% | 0.67% | -48.9% |
| Q4 2020 | $5,799,000 | +11.0% | 161,991 | -15.1% | 1.31% | -1.2% |
| Q3 2020 | $5,226,000 | +7.5% | 190,863 | +4.3% | 1.33% | -2.3% |
| Q2 2020 | $4,861,000 | +35.8% | 182,965 | +11.6% | 1.36% | +1.5% |
| Q1 2020 | $3,580,000 | -40.0% | 163,912 | -10.3% | 1.34% | -37.7% |
| Q4 2019 | $5,962,000 | +36.6% | 182,700 | +25.6% | 2.15% | +25.9% |
| Q3 2019 | $4,365,000 | +39.0% | 145,513 | +41.9% | 1.70% | +7.4% |
| Q2 2019 | $3,141,000 | +12.5% | 102,519 | +11.0% | 1.59% | +4.6% |
| Q1 2019 | $2,792,000 | +66.3% | 92,343 | +45.0% | 1.52% | +6.2% |
| Q4 2018 | $1,679,000 | – | 63,702 | – | 1.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |