SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,456,979 | +1.3% | 229,186 | +6.7% | 0.44% | -0.5% |
Q2 2023 | $8,344,582 | +11.6% | 214,845 | +8.6% | 0.44% | -3.7% |
Q1 2023 | $7,474,667 | +22.1% | 197,900 | +19.5% | 0.45% | +22.4% |
Q4 2022 | $6,120,346 | +20.7% | 165,549 | +11.2% | 0.37% | +6.3% |
Q3 2022 | $5,070,000 | -6.5% | 148,883 | -0.3% | 0.35% | +30.2% |
Q2 2022 | $5,422,000 | -3.7% | 149,308 | +11.5% | 0.27% | +10.7% |
Q1 2022 | $5,632,000 | +14.3% | 133,882 | +21.4% | 0.24% | +28.7% |
Q4 2021 | $4,929,000 | +14.4% | 110,310 | +11.0% | 0.19% | +13.9% |
Q3 2021 | $4,310,000 | +8.0% | 99,348 | +9.0% | 0.16% | +5.8% |
Q2 2021 | $3,989,000 | -49.7% | 91,146 | -50.6% | 0.16% | -29.4% |
Q1 2021 | $7,935,000 | +109.4% | 184,377 | -2.8% | 0.22% | +45.4% |
Q4 2020 | $3,789,000 | +148.3% | 189,722 | +231.9% | 0.15% | +92.4% |
Q3 2020 | $1,526,000 | +18.8% | 57,159 | +11.8% | 0.08% | +11.3% |
Q2 2020 | $1,285,000 | +61.6% | 51,106 | +37.5% | 0.07% | +34.0% |
Q1 2020 | $795,000 | -15.5% | 37,181 | +28.9% | 0.05% | +6.0% |
Q4 2019 | $941,000 | +15.2% | 28,841 | +5.5% | 0.05% | +2.0% |
Q3 2019 | $817,000 | +1.0% | 27,340 | +3.4% | 0.05% | -2.0% |
Q2 2019 | $809,000 | -4.6% | 26,432 | -5.8% | 0.05% | -10.7% |
Q1 2019 | $848,000 | +395.9% | 28,073 | +328.2% | 0.06% | +330.8% |
Q4 2018 | $171,000 | -1.2% | 6,556 | +25.5% | 0.01% | +8.3% |
Q3 2018 | $173,000 | +565.4% | 5,222 | +542.3% | 0.01% | +500.0% |
Q2 2018 | $26,000 | +18.2% | 813 | +6.1% | 0.00% | 0.0% |
Q1 2018 | $22,000 | +22.2% | 766 | +24.8% | 0.00% | 0.0% |
Q4 2017 | $18,000 | – | 614 | – | 0.00% | – |
Download |
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% |