SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 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% | – |
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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% |