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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,401,816 | +1504.6% | 84,079 | +1607.5% | 2.36% | +1608.7% |
| Q4 2021 | $212,000 | -10.5% | 4,924 | -8.4% | 0.14% | -8.6% |
| Q3 2021 | $237,000 | +0.9% | 5,378 | -3.3% | 0.15% | +6.3% |
| Q2 2021 | $235,000 | -2.9% | 5,563 | 0.0% | 0.14% | -6.0% |
| Q1 2021 | $242,000 | +18.6% | 5,563 | -2.2% | 0.15% | +6.3% |
| Q4 2020 | $204,000 | +0.5% | 5,691 | -23.4% | 0.14% | -0.7% |
| Q3 2020 | $203,000 | -4.7% | 7,428 | -7.3% | 0.14% | -18.8% |
| Q2 2020 | $213,000 | -77.2% | 8,009 | -81.3% | 0.18% | -79.7% |
| Q1 2020 | $936,000 | – | 42,841 | – | 0.87% | – |
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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% |