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 | $925,231 | +76.9% | 25,074 | +86.2% | 0.35% | +78.3% |
| Q2 2023 | $523,097 | -24.4% | 13,468 | -26.5% | 0.20% | -35.7% |
| Q1 2023 | $691,720 | -52.0% | 18,314 | -53.1% | 0.31% | -55.0% |
| Q4 2022 | $1,442,237 | +7.0% | 39,011 | -1.5% | 0.68% | +13.4% |
| Q3 2022 | $1,348,000 | -7.6% | 39,593 | -2.3% | 0.60% | +1.2% |
| Q2 2022 | $1,459,000 | -18.4% | 40,533 | -4.5% | 0.60% | -0.2% |
| Q1 2022 | $1,787,000 | -7.0% | 42,463 | -1.3% | 0.60% | +5.8% |
| Q4 2021 | $1,922,000 | +3.2% | 43,005 | -1.6% | 0.56% | -7.2% |
| Q3 2021 | $1,862,000 | -3.7% | 43,711 | -0.6% | 0.61% | -1.5% |
| Q2 2021 | $1,933,000 | +1.0% | 43,987 | -2.9% | 0.62% | -7.1% |
| Q1 2021 | $1,914,000 | +13.7% | 45,281 | -3.8% | 0.66% | +8.5% |
| Q4 2020 | $1,684,000 | +27.6% | 47,049 | -2.4% | 0.61% | +16.8% |
| Q3 2020 | $1,320,000 | -4.2% | 48,198 | -7.1% | 0.52% | -10.1% |
| Q2 2020 | $1,378,000 | +15.1% | 51,856 | -5.4% | 0.58% | -13.6% |
| Q1 2020 | $1,197,000 | -28.8% | 54,802 | +6.3% | 0.68% | -28.7% |
| Q4 2019 | $1,682,000 | -18.3% | 51,550 | -24.8% | 0.95% | -22.7% |
| Q3 2019 | $2,058,000 | -1.5% | 68,590 | +0.6% | 1.23% | -11.0% |
| Q2 2019 | $2,089,000 | +7.4% | 68,198 | +6.0% | 1.38% | -14.0% |
| Q1 2019 | $1,945,000 | -43.0% | 64,315 | +396.7% | 1.60% | +3.0% |
| Q4 2018 | $3,413,000 | – | 12,948 | – | 1.56% | – |
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% |