SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,748,697 | +23.0% | 128,690 | +29.4% | 2.06% | +21.3% |
| Q2 2023 | $3,861,652 | -31.0% | 99,425 | -32.9% | 1.70% | -37.3% |
| Q1 2023 | $5,597,051 | +15.2% | 148,187 | +12.7% | 2.70% | +4.5% |
| Q4 2022 | $4,860,234 | +27.3% | 131,464 | +17.3% | 2.59% | +29.0% |
| Q3 2022 | $3,817,000 | +12.8% | 112,050 | +19.2% | 2.00% | +20.6% |
| Q2 2022 | $3,383,000 | -24.0% | 94,011 | -11.2% | 1.66% | -9.3% |
| Q1 2022 | $4,453,000 | +3.8% | 105,848 | +10.3% | 1.83% | +5.0% |
| Q4 2021 | $4,288,000 | +28.5% | 95,945 | +22.5% | 1.74% | +13.8% |
| Q3 2021 | $3,337,000 | +25.6% | 78,324 | +29.5% | 1.53% | +9.5% |
| Q2 2021 | $2,656,000 | +16.0% | 60,468 | +11.6% | 1.40% | +3.9% |
| Q1 2021 | $2,289,000 | +455.6% | 54,162 | +369.8% | 1.35% | +374.6% |
| Q4 2020 | $412,000 | +42.1% | 11,529 | +8.7% | 0.28% | +28.5% |
| Q3 2020 | $290,000 | +17.4% | 10,604 | +13.9% | 0.22% | +11.1% |
| Q2 2020 | $247,000 | +751.7% | 9,308 | +934.2% | 0.20% | +947.4% |
| Q4 2019 | $29,000 | – | 900 | – | 0.02% | – |
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% |