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 | $430,782 | -6.2% | 11,674 | -1.3% | 0.10% | -5.8% |
| Q2 2023 | $459,176 | +0.2% | 11,822 | -2.5% | 0.10% | -5.5% |
| Q1 2023 | $458,112 | -5.0% | 12,129 | -7.0% | 0.11% | -9.8% |
| Q4 2022 | $482,348 | +9.4% | 13,047 | +0.7% | 0.12% | +8.0% |
| Q3 2022 | $441,000 | -3.5% | 12,957 | +1.9% | 0.11% | -2.6% |
| Q2 2022 | $457,000 | -13.3% | 12,715 | +1.5% | 0.12% | -4.9% |
| Q1 2022 | $527,000 | -2.4% | 12,523 | +3.6% | 0.12% | +0.8% |
| Q4 2021 | $540,000 | +11.6% | 12,085 | +6.3% | 0.12% | +2.5% |
| Q3 2021 | $484,000 | +3.2% | 11,372 | +6.6% | 0.12% | -0.8% |
| Q2 2021 | $469,000 | +1.7% | 10,668 | -2.1% | 0.12% | -8.5% |
| Q1 2021 | $461,000 | +3.1% | 10,898 | -12.8% | 0.13% | -7.1% |
| Q4 2020 | $447,000 | +19.8% | 12,495 | -8.3% | 0.14% | +6.9% |
| Q3 2020 | $373,000 | +1.9% | 13,629 | -1.0% | 0.13% | -5.8% |
| Q2 2020 | $366,000 | +34.1% | 13,766 | +15.3% | 0.14% | +18.8% |
| Q1 2020 | $273,000 | -13.6% | 11,943 | +22.4% | 0.12% | -13.3% |
| Q4 2019 | $316,000 | – | 9,760 | – | 0.14% | – |
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% |