SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 258 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $525,637 | +4.3% | 14,245 | +9.7% | 0.37% | +3.7% |
| Q2 2023 | $504,165 | +16.4% | 12,981 | +13.2% | 0.36% | +12.0% |
| Q1 2023 | $433,109 | +21.1% | 11,467 | +18.6% | 0.32% | +13.2% |
| Q4 2022 | $357,511 | +20.8% | 9,670 | +11.3% | 0.28% | +15.7% |
| Q3 2022 | $296,000 | +10.9% | 8,692 | +17.3% | 0.24% | +18.0% |
| Q2 2022 | $267,000 | +323.8% | 7,412 | +398.5% | 0.20% | +425.6% |
| Q3 2021 | $63,000 | +23.5% | 1,487 | +26.3% | 0.04% | +25.8% |
| Q2 2021 | $51,000 | +121.7% | 1,177 | +114.0% | 0.03% | +106.7% |
| Q1 2021 | $23,000 | +475.0% | 550 | +141.2% | 0.02% | +275.0% |
| Q1 2020 | $4,000 | -42.9% | 228 | +0.4% | 0.00% | -33.3% |
| Q4 2019 | $7,000 | – | 227 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |