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 | $243,079 | -2.8% | 6,588 | +2.3% | 0.11% | -14.7% |
| Q2 2023 | $250,135 | -64.7% | 6,440 | -61.7% | 0.13% | -69.1% |
| Q1 2023 | $708,034 | +58.3% | 16,830 | +39.1% | 0.42% | +38.0% |
| Q4 2022 | $447,201 | -0.6% | 12,096 | -8.4% | 0.30% | +9.0% |
| Q3 2022 | $450,000 | -5.1% | 13,205 | +0.1% | 0.28% | +4.9% |
| Q2 2022 | $474,000 | -33.1% | 13,187 | -21.6% | 0.26% | -13.4% |
| Q1 2022 | $708,000 | -1.7% | 16,830 | +4.4% | 0.31% | -1.6% |
| Q4 2021 | $720,000 | +2.1% | 16,118 | -2.7% | 0.31% | -23.0% |
| Q3 2021 | $705,000 | -0.3% | 16,560 | +2.7% | 0.40% | +3.9% |
| Q2 2021 | $707,000 | +10.8% | 16,127 | +6.9% | 0.39% | -1.8% |
| Q1 2021 | $638,000 | -17.1% | 15,086 | -29.8% | 0.40% | -34.8% |
| Q4 2020 | $770,000 | +36.8% | 21,501 | +7.4% | 0.61% | +15.6% |
| Q3 2020 | $563,000 | -0.2% | 20,028 | -5.6% | 0.52% | -29.1% |
| Q2 2020 | $564,000 | +5.8% | 21,212 | -2.0% | 0.74% | -23.2% |
| Q1 2020 | $533,000 | -23.2% | 21,642 | +1.7% | 0.96% | +46.4% |
| Q4 2019 | $694,000 | – | 21,276 | – | 0.66% | – |
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% |