SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402 | -5.0% | 10,895 | 0.0% | 0.17% | -46.0% |
| Q2 2023 | $423 | +2.7% | 10,895 | 0.0% | 0.31% | +66.1% |
| Q1 2023 | $412 | +2.2% | 10,895 | 0.0% | 0.19% | +10.1% |
| Q4 2022 | $403 | -99.9% | 10,895 | 0.0% | 0.17% | -3.4% |
| Q3 2022 | $371,000 | -5.4% | 10,895 | 0.0% | 0.18% | +0.6% |
| Q2 2022 | $392,000 | -14.4% | 10,895 | 0.0% | 0.17% | -8.4% |
| Q1 2022 | $458,000 | -6.0% | 10,895 | 0.0% | 0.19% | +8.6% |
| Q4 2021 | $487,000 | +5.0% | 10,895 | 0.0% | 0.18% | -11.2% |
| Q3 2021 | $464,000 | -3.1% | 10,895 | 0.0% | 0.20% | -22.7% |
| Q2 2021 | $479,000 | +3.9% | 10,895 | 0.0% | 0.26% | +16.4% |
| Q1 2021 | $461,000 | +18.2% | 10,895 | 0.0% | 0.22% | +7.9% |
| Q4 2020 | $390,000 | +30.9% | 10,895 | 0.0% | 0.20% | +20.8% |
| Q3 2020 | $298,000 | +3.1% | 10,895 | 0.0% | 0.17% | -2.9% |
| Q2 2020 | $289,000 | – | 10,895 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |