SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,918,066 | +103.7% | 214,581 | +114.5% | 2.58% | +108.6% |
| Q2 2023 | $3,886,178 | -32.3% | 100,056 | -34.2% | 1.24% | -35.1% |
| Q1 2023 | $5,739,561 | +244.0% | 151,961 | +236.8% | 1.91% | +218.2% |
| Q4 2022 | $1,668,271 | -54.5% | 45,125 | -58.1% | 0.60% | -57.1% |
| Q3 2022 | $3,668,000 | -44.8% | 107,700 | -41.6% | 1.40% | -41.1% |
| Q2 2022 | $6,639,000 | +19.6% | 184,523 | +39.9% | 2.37% | +33.8% |
| Q1 2022 | $5,550,000 | +6.2% | 131,928 | +12.8% | 1.77% | +8.4% |
| Q4 2021 | $5,228,000 | -23.3% | 116,991 | -26.9% | 1.63% | -28.2% |
| Q3 2021 | $6,816,000 | +44.3% | 159,996 | +48.9% | 2.28% | +50.3% |
| Q2 2021 | $4,723,000 | -35.8% | 107,487 | -38.2% | 1.51% | -41.2% |
| Q1 2021 | $7,352,000 | +67.9% | 173,930 | +42.2% | 2.57% | +53.9% |
| Q4 2020 | $4,378,000 | +336.5% | 122,287 | +234.0% | 1.67% | +307.1% |
| Q3 2020 | $1,003,000 | -16.6% | 36,618 | -19.1% | 0.41% | -26.5% |
| Q2 2020 | $1,203,000 | -21.9% | 45,286 | -35.8% | 0.56% | -33.1% |
| Q1 2020 | $1,541,000 | -32.0% | 70,541 | +1.6% | 0.84% | -14.8% |
| Q4 2019 | $2,267,000 | +5.2% | 69,462 | -3.3% | 0.98% | -4.2% |
| Q3 2019 | $2,154,000 | -4.2% | 71,814 | -2.2% | 1.02% | -4.7% |
| Q2 2019 | $2,249,000 | +83.1% | 73,409 | +80.7% | 1.07% | +73.5% |
| Q1 2019 | $1,228,000 | -58.8% | 40,624 | -64.1% | 0.62% | -64.0% |
| Q4 2018 | $2,979,000 | – | 113,021 | – | 1.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |