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 | ||||
---|---|---|---|---|---|---|
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. | 467,765 | $16,830,000 | 11.39% |
WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |