SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,252,932 | -8.8% | 61,055 | -4.0% | 0.49% | -5.4% |
| Q2 2023 | $2,469,087 | +8.1% | 63,571 | +5.1% | 0.52% | +3.0% |
| Q1 2023 | $2,284,680 | +3.7% | 60,489 | +1.5% | 0.50% | 0.0% |
| Q4 2022 | $2,203,056 | +0.9% | 59,590 | -7.1% | 0.50% | -10.0% |
| Q3 2022 | $2,184,000 | -19.0% | 64,113 | -14.4% | 0.56% | -15.1% |
| Q2 2022 | $2,695,000 | -15.1% | 74,912 | -0.7% | 0.66% | -6.4% |
| Q1 2022 | $3,173,000 | +33.0% | 75,426 | +41.4% | 0.70% | +32.0% |
| Q4 2021 | $2,385,000 | +17.2% | 53,360 | +11.7% | 0.53% | +1.9% |
| Q3 2021 | $2,035,000 | +5.4% | 47,777 | +8.7% | 0.52% | -23.7% |
| Q2 2021 | $1,931,000 | +24.6% | 43,956 | +19.8% | 0.68% | +14.0% |
| Q1 2021 | $1,550,000 | +25.3% | 36,676 | +6.2% | 0.60% | +17.9% |
| Q4 2020 | $1,237,000 | +13.8% | 34,545 | -13.0% | 0.51% | 0.0% |
| Q3 2020 | $1,087,000 | +4.8% | 39,685 | +1.7% | 0.51% | -3.2% |
| Q2 2020 | $1,037,000 | -60.5% | 39,022 | -67.5% | 0.53% | -69.5% |
| Q1 2020 | $2,625,000 | -36.2% | 120,189 | -4.7% | 1.73% | -27.8% |
| Q4 2019 | $4,114,000 | +12.5% | 126,082 | +3.4% | 2.39% | -8.4% |
| Q3 2019 | $3,658,000 | +18.5% | 121,935 | +21.0% | 2.61% | +12.3% |
| Q2 2019 | $3,088,000 | +12.7% | 100,796 | +13.7% | 2.32% | +40.7% |
| Q1 2019 | $2,741,000 | +464.0% | 88,644 | +380.9% | 1.65% | +278.9% |
| Q4 2018 | $486,000 | – | 18,432 | – | 0.44% | – |
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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% |