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 | $567,928 | -21.5% | 15,391 | -17.4% | 0.99% | -13.6% |
| Q2 2023 | $723,356 | +7.6% | 18,624 | +4.6% | 1.15% | +4.2% |
| Q1 2023 | $672,344 | +66.3% | 17,801 | +62.8% | 1.10% | +74.8% |
| Q4 2022 | $404,230 | -49.0% | 10,934 | -52.7% | 0.63% | -44.7% |
| Q3 2022 | $792,000 | -8.5% | 23,135 | -3.9% | 1.14% | -4.0% |
| Q2 2022 | $866,000 | -20.3% | 24,071 | -6.8% | 1.19% | -2.1% |
| Q1 2022 | $1,086,000 | -10.5% | 25,826 | -4.9% | 1.21% | -5.7% |
| Q4 2021 | $1,213,000 | +13.2% | 27,145 | +7.9% | 1.29% | +11.8% |
| Q3 2021 | $1,072,000 | -2.6% | 25,159 | +0.4% | 1.15% | +2.0% |
| Q2 2021 | $1,101,000 | – | 25,056 | – | 1.13% | – |
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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% |