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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $15,392,000 | -3.8% | 365,866 | +2.2% | 6.72% | +1.7% |
| Q4 2021 | $16,000,000 | +0.8% | 358,017 | -3.9% | 6.60% | -1.3% |
| Q3 2021 | $15,874,000 | +31.0% | 372,631 | +35.2% | 6.69% | +36.9% |
| Q2 2021 | $12,114,000 | +123.3% | 275,704 | +114.8% | 4.89% | +99.6% |
| Q1 2021 | $5,425,000 | +271150.0% | 128,339 | +210291.8% | 2.45% | +244700.0% |
| Q3 2019 | $2,000 | – | 61 | – | 0.00% | – |
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% |