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 | $331,288 | -11.7% | 8,978 | -7.1% | 0.19% | -5.9% |
| Q2 2023 | $375,194 | +3.1% | 9,660 | +0.3% | 0.20% | -5.6% |
| Q1 2023 | $363,876 | +3.7% | 9,634 | +1.5% | 0.21% | -5.3% |
| Q4 2022 | $350,771 | +6.6% | 9,488 | -1.6% | 0.23% | -5.8% |
| Q3 2022 | $329,000 | -5.2% | 9,647 | +0.1% | 0.24% | -0.8% |
| Q2 2022 | $347,000 | -19.7% | 9,638 | -6.1% | 0.24% | -5.8% |
| Q1 2022 | $432,000 | -4.6% | 10,265 | +1.2% | 0.26% | +10.3% |
| Q4 2021 | $453,000 | +4.9% | 10,139 | +0.0% | 0.23% | +5.9% |
| Q3 2021 | $432,000 | -3.4% | 10,138 | -0.3% | 0.22% | -4.8% |
| Q2 2021 | $447,000 | -3.2% | 10,171 | -6.9% | 0.23% | -8.0% |
| Q1 2021 | $462,000 | -50.2% | 10,920 | -57.9% | 0.25% | -60.0% |
| Q4 2020 | $927,000 | +145.9% | 25,920 | +82.3% | 0.63% | +97.8% |
| Q3 2020 | $377,000 | 0.0% | 14,215 | 0.0% | 0.32% | 0.0% |
| Q2 2020 | $377,000 | -91.6% | 14,215 | -93.1% | 0.32% | -92.6% |
| Q1 2020 | $4,508,000 | -11.1% | 206,456 | +32.9% | 4.30% | -15.3% |
| Q4 2019 | $5,069,000 | – | 155,365 | – | 5.07% | – |
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% |