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 | $411,324 | -4.9% | 11,147 | +0.1% | 0.04% | -22.0% |
Q2 2023 | $432,678 | +1.2% | 11,140 | -1.6% | 0.05% | -2.0% |
Q1 2023 | $427,594 | +2.2% | 11,321 | +0.0% | 0.05% | -7.3% |
Q4 2022 | $418,500 | +1.6% | 11,320 | -6.5% | 0.06% | -11.3% |
Q3 2022 | $412,000 | -5.3% | 12,103 | 0.0% | 0.06% | -4.6% |
Q2 2022 | $435,000 | -26.4% | 12,103 | -13.8% | 0.06% | -15.6% |
Q1 2022 | $591,000 | -4.8% | 14,038 | +1.1% | 0.08% | -6.1% |
Q4 2021 | $621,000 | +195.7% | 13,890 | +173525.0% | 0.08% | – |
Q2 2020 | $210,000 | – | 8 | – | 0.00% | – |
Download |
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% |