SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,067 | -5.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,176 | +2.8% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,116 | +2.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,070 | +3.5% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -33.3% | 56 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $3,000 | +50.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 56 | -26.3% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -98.8% | 76 | -98.5% | 0.00% | -98.9% |
| Q4 2019 | $168,000 | +31.2% | 5,130 | +20.2% | 0.09% | +22.7% |
| Q3 2019 | $128,000 | -2.3% | 4,269 | +0.2% | 0.08% | -5.1% |
| Q2 2019 | $131,000 | -56.2% | 4,259 | -56.9% | 0.08% | -57.1% |
| Q1 2019 | $299,000 | +17.7% | 9,892 | +2.6% | 0.18% | -1.6% |
| Q4 2018 | $254,000 | – | 9,638 | – | 0.19% | – |
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% |