SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $566,000 | -27.9% | 13,459 | -23.4% | 0.11% | -17.8% |
| Q4 2021 | $785,000 | +2.6% | 17,565 | -2.2% | 0.14% | -18.7% |
| Q3 2021 | $765,000 | -0.8% | 17,954 | +2.4% | 0.17% | -2.4% |
| Q2 2021 | $771,000 | -62.9% | 17,540 | -64.4% | 0.17% | -75.2% |
| Q1 2021 | $2,080,000 | +21.6% | 49,223 | +3.0% | 0.69% | +38.6% |
| Q4 2020 | $1,710,000 | +1313.2% | 47,776 | +984.6% | 0.50% | +1137.5% |
| Q3 2020 | $121,000 | +24.7% | 4,405 | -1.0% | 0.04% | -7.0% |
| Q1 2020 | $97,000 | -23.6% | 4,450 | +4.9% | 0.04% | +2.4% |
| Q3 2019 | $127,000 | -18.1% | 4,242 | -16.6% | 0.04% | -14.3% |
| Q2 2019 | $155,000 | 0.0% | 5,085 | -0.7% | 0.05% | -5.8% |
| Q1 2019 | $155,000 | – | 5,119 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |