SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,352,514 | +94151.8% | 36,653 | -0.8% | 0.77% | -25.1% |
| Q2 2023 | $1,435 | -99.9% | 36,947 | +1.4% | 1.03% | +24.1% |
| Q1 2023 | $1,375,791 | -0.8% | 36,425 | -2.9% | 0.83% | -12.2% |
| Q4 2022 | $1,386,615 | -10.0% | 37,507 | -17.1% | 0.94% | -12.0% |
| Q3 2022 | $1,540,000 | -9.0% | 45,226 | -0.4% | 1.07% | +6.0% |
| Q2 2022 | $1,692,000 | -10.9% | 45,386 | +0.6% | 1.01% | +14.5% |
| Q1 2022 | $1,899,000 | -5.0% | 45,133 | +0.9% | 0.88% | +1.4% |
| Q4 2021 | $2,000,000 | +11.8% | 44,750 | +6.5% | 0.87% | +33.9% |
| Q3 2021 | $1,789,000 | -0.3% | 42,005 | +2.9% | 0.65% | -0.3% |
| Q2 2021 | $1,794,000 | +2.2% | 40,840 | -1.7% | 0.65% | -4.5% |
| Q1 2021 | $1,756,000 | +50.1% | 41,548 | +27.2% | 0.68% | +38.9% |
| Q4 2020 | $1,170,000 | +54.6% | 32,676 | +18.2% | 0.49% | +25.3% |
| Q3 2020 | $757,000 | +3.4% | 27,641 | +0.4% | 0.39% | -4.2% |
| Q2 2020 | $732,000 | +18200.0% | 27,541 | +13670.5% | 0.41% | +8080.0% |
| Q1 2020 | $4,000 | -97.2% | 200 | -95.4% | 0.01% | -93.4% |
| Q4 2019 | $144,000 | +84.6% | 4,350 | +67.3% | 0.08% | +46.2% |
| Q3 2019 | $78,000 | +105.3% | 2,600 | +109.7% | 0.05% | +108.0% |
| Q2 2019 | $38,000 | +3700.0% | 1,240 | +3000.0% | 0.02% | +2400.0% |
| Q1 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,000 | – | 40 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |