SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 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. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |