SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 236 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,616 | -5.0% | 640 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $24,858 | +107.6% | 640 | +101.9% | 0.01% | +75.0% |
| Q1 2023 | $11,973 | +2.2% | 317 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,719 | +6.5% | 317 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $11,000 | -15.4% | 317 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $13,000 | -7.1% | 317 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $14,000 | 0.0% | 317 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $14,000 | +180.0% | 317 | +49.5% | 0.01% | +50.0% |
| Q1 2020 | $5,000 | -28.6% | 212 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $7,000 | – | 212 | – | 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% |