SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $807 | +209.2% | 21,864 | +225.5% | 0.29% | +196.9% |
| Q2 2023 | $261 | +81.2% | 6,718 | +76.7% | 0.10% | +83.0% |
| Q1 2023 | $144 | -29.1% | 3,801 | -30.7% | 0.05% | -34.6% |
| Q4 2022 | $203 | -99.9% | 5,482 | -2.1% | 0.08% | -9.0% |
| Q3 2022 | $191,000 | -14.3% | 5,601 | -9.7% | 0.09% | -7.3% |
| Q2 2022 | $223,000 | -20.4% | 6,200 | -6.8% | 0.10% | -5.0% |
| Q1 2022 | $280,000 | -9.1% | 6,649 | -3.6% | 0.10% | -5.6% |
| Q4 2021 | $308,000 | -4.0% | 6,897 | -8.6% | 0.11% | -14.4% |
| Q3 2021 | $321,000 | +124.5% | 7,546 | +132.5% | 0.12% | +115.5% |
| Q2 2021 | $143,000 | +70.2% | 3,246 | +63.6% | 0.06% | +34.9% |
| Q1 2021 | $84,000 | – | 1,984 | – | 0.04% | – |
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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% |