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 | $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. | 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% |