SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $565,793 | -4.9% | 15,333 | +0.1% | 0.14% | -4.2% |
Q2 2023 | $594,819 | +7.6% | 15,315 | +1.9% | 0.14% | +2.9% |
Q1 2023 | $552,674 | -0.3% | 15,035 | +0.3% | 0.14% | -19.5% |
Q4 2022 | $554,283 | +8.9% | 14,993 | +0.3% | 0.17% | -1.7% |
Q3 2022 | $509,000 | -5.0% | 14,947 | +0.3% | 0.18% | -1.7% |
Q2 2022 | $536,000 | -14.2% | 14,901 | +0.3% | 0.18% | -15.1% |
Q1 2022 | $625,000 | -5.7% | 14,851 | +0.1% | 0.21% | +1.4% |
Q4 2021 | $663,000 | +32.3% | 14,834 | +26.1% | 0.21% | +22.2% |
Q3 2021 | $501,000 | -2.3% | 11,768 | +0.7% | 0.17% | -5.0% |
Q2 2021 | $513,000 | +15.3% | 11,684 | +11.0% | 0.18% | +10.4% |
Q1 2021 | $445,000 | +55.6% | 10,524 | +31.6% | 0.16% | +55.2% |
Q4 2020 | $286,000 | +30.6% | 7,994 | -0.3% | 0.10% | +23.5% |
Q3 2020 | $219,000 | +5.3% | 8,015 | +25.9% | 0.08% | -37.0% |
Q4 2019 | $208,000 | – | 6,364 | – | 0.14% | – |
Download |
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% |