SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 258 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,192,475 | +3.9% | 56,449 | +1.1% | 0.58% | +4.1% |
| Q1 2023 | $2,109,526 | +4.6% | 55,852 | +2.4% | 0.56% | +3.5% |
| Q4 2022 | $2,016,377 | +9.9% | 54,541 | +1.2% | 0.54% | +6.9% |
| Q3 2022 | $1,835,000 | -57.4% | 53,884 | -55.0% | 0.51% | -52.2% |
| Q2 2022 | $4,308,000 | +354.9% | 119,730 | +432.0% | 1.06% | +438.1% |
| Q1 2022 | $947,000 | +41.8% | 22,507 | +43.4% | 0.20% | +33.1% |
| Q3 2021 | $668,000 | -23.5% | 15,691 | -21.0% | 0.15% | -28.5% |
| Q2 2021 | $873,000 | +87200.0% | 19,861 | +0.2% | 0.21% | +20600.0% |
| Q1 2021 | $1,000 | -99.9% | 19,814 | -1.8% | 0.00% | -99.5% |
| Q4 2020 | $722,000 | +32.5% | 20,181 | +1.2% | 0.20% | +35.2% |
| Q3 2020 | $545,000 | +3.0% | 19,934 | +0.1% | 0.14% | -1.4% |
| Q2 2020 | $529,000 | +23.9% | 19,916 | +1.7% | 0.15% | +1.4% |
| Q1 2020 | $427,000 | +19.6% | 19,588 | +78.6% | 0.14% | +54.3% |
| Q4 2019 | $357,000 | – | 10,970 | – | 0.09% | – |
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% |