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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $14 | -100.0% | 368 | -72.3% | 0.01% | -71.4% |
| Q3 2022 | $45,000 | -35.7% | 1,328 | -32.1% | 0.02% | -34.4% |
| Q2 2022 | $70,000 | -6.7% | 1,955 | +9.3% | 0.03% | +6.7% |
| Q1 2022 | $75,000 | +29.3% | 1,788 | +25.3% | 0.03% | +30.4% |
| Q4 2021 | $58,000 | -66.5% | 1,427 | -64.9% | 0.02% | -68.5% |
| Q3 2021 | $173,000 | -20.3% | 4,069 | -17.6% | 0.07% | -20.7% |
| Q2 2021 | $217,000 | -50.1% | 4,938 | -52.0% | 0.09% | -54.0% |
| Q1 2021 | $435,000 | -1.8% | 10,282 | -17.0% | 0.20% | -0.5% |
| Q4 2020 | $443,000 | +221.0% | 12,386 | +146.2% | 0.20% | +191.3% |
| Q3 2020 | $138,000 | -26.6% | 5,031 | -29.1% | 0.07% | -31.0% |
| Q2 2020 | $188,000 | -39.7% | 7,092 | -50.4% | 0.10% | -47.1% |
| Q1 2020 | $312,000 | -44.8% | 14,285 | -17.5% | 0.19% | -38.0% |
| Q4 2019 | $565,000 | +2.0% | 17,313 | -6.2% | 0.30% | -7.9% |
| Q3 2019 | $554,000 | -5.1% | 18,455 | -3.2% | 0.33% | -8.6% |
| Q2 2019 | $584,000 | +86.0% | 19,063 | +83.5% | 0.36% | +69.2% |
| Q1 2019 | $314,000 | -68.4% | 10,390 | -72.5% | 0.21% | -72.9% |
| Q4 2018 | $994,000 | – | 37,726 | – | 0.79% | – |
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% |