SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,589,018 | +1.6% | 205,664 | +6.9% | 1.14% | -7.0% |
| Q2 2023 | $7,471,798 | +46.7% | 192,374 | +42.6% | 1.22% | -0.1% |
| Q1 2023 | $5,093,995 | +1.5% | 134,869 | -0.7% | 1.22% | -8.3% |
| Q4 2022 | $5,021,095 | +2.4% | 135,815 | -5.6% | 1.33% | -9.8% |
| Q3 2022 | $4,902,000 | +40.4% | 143,947 | +48.4% | 1.48% | +45.2% |
| Q2 2022 | $3,491,000 | -37.5% | 97,011 | -27.0% | 1.02% | -37.1% |
| Q1 2022 | $5,588,000 | +111.2% | 132,826 | +124.4% | 1.62% | +199.6% |
| Q4 2021 | $2,646,000 | +651.7% | 59,197 | +615.9% | 0.54% | +601.3% |
| Q3 2021 | $352,000 | -10.4% | 8,269 | -7.4% | 0.08% | -6.1% |
| Q2 2021 | $393,000 | +2.1% | 8,928 | -2.0% | 0.08% | -5.7% |
| Q1 2021 | $385,000 | +86.0% | 9,110 | +17.1% | 0.09% | -29.3% |
| Q2 2020 | $207,000 | – | 7,782 | – | 0.12% | – |
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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% |