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 | $15,112,432 | +9.9% | 409,551 | +15.7% | 0.15% | +8.0% |
| Q2 2023 | $13,745,554 | +347.5% | 353,902 | +335.2% | 0.14% | +318.2% |
| Q1 2023 | $3,071,525 | -45.0% | 81,322 | -46.2% | 0.03% | -34.0% |
| Q4 2022 | $5,587,017 | -99.9% | 151,123 | -43.0% | 0.05% | +4.2% |
| Q3 2022 | $4,516,512,000 | +147740.0% | 264,952 | +212.1% | 0.05% | +54.8% |
| Q2 2022 | $3,055,000 | -8.3% | 84,904 | +7.3% | 0.03% | -11.4% |
| Q1 2022 | $3,330,000 | +30.7% | 79,150 | +38.9% | 0.04% | +34.6% |
| Q4 2021 | $2,547,000 | +368.2% | 56,990 | +346.2% | 0.03% | +420.0% |
| Q3 2021 | $544,000 | +76.1% | 12,771 | +81.3% | 0.01% | +25.0% |
| Q2 2021 | $309,000 | -86.4% | 7,043 | -86.9% | 0.00% | -86.2% |
| Q1 2021 | $2,275,000 | +525.0% | 53,827 | +428.0% | 0.03% | +625.0% |
| Q4 2020 | $364,000 | -99.9% | 10,194 | +8395.0% | 0.00% | -20.0% |
| Q3 2020 | $248,000,000 | – | 120 | – | 0.01% | – |
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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% |