SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $151,000 | +6.3% | 3,594 | +13.1% | 0.07% | +7.7% |
| Q4 2021 | $142,000 | +787.5% | 3,179 | +743.2% | 0.06% | +712.5% |
| Q3 2021 | $16,000 | +166.7% | 377 | +183.5% | 0.01% | +166.7% |
| Q2 2021 | $6,000 | +500.0% | 133 | +280.0% | 0.00% | +200.0% |
| Q2 2020 | $1,000 | -99.3% | 35 | -99.5% | 0.00% | -99.1% |
| Q1 2020 | $151,000 | -10.7% | 6,912 | +33.7% | 0.11% | -27.3% |
| Q4 2019 | $169,000 | – | 5,171 | – | 0.15% | – |
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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% |