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 | $428,778 | +2.3% | 11,620 | +7.7% | 0.14% | +4.3% |
| Q2 2023 | $419,239 | +32.3% | 10,794 | +28.6% | 0.14% | +19.8% |
| Q1 2023 | $316,928 | +44.2% | 8,391 | +30.0% | 0.12% | +11.5% |
| Q4 2022 | $219,789 | -0.1% | 6,453 | 0.0% | 0.10% | +1.0% |
| Q3 2022 | $220,000 | +18.9% | 6,453 | +26.5% | 0.10% | +3.0% |
| Q2 2022 | $185,000 | -4.6% | 5,103 | +10.9% | 0.10% | +4.2% |
| Q1 2022 | $194,000 | +38.6% | 4,601 | +46.9% | 0.10% | +37.1% |
| Q4 2021 | $140,000 | +25.0% | 3,131 | +19.2% | 0.07% | +11.1% |
| Q3 2021 | $112,000 | +10.9% | 2,627 | +11.5% | 0.06% | +12.5% |
| Q2 2021 | $101,000 | +68.3% | 2,357 | +64.7% | 0.06% | +40.0% |
| Q1 2021 | $60,000 | +20.0% | 1,431 | +1.9% | 0.04% | +8.1% |
| Q4 2020 | $50,000 | +614.3% | 1,405 | +339.1% | 0.04% | +428.6% |
| Q1 2020 | $7,000 | – | 320 | – | 0.01% | – |
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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% |