SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857,914 | -39.9% | 23,250 | -38.5% | 0.80% | -43.6% |
| Q2 2023 | $1,428,573 | +4.3% | 37,823 | +4.3% | 1.42% | +1.5% |
| Q1 2023 | $1,369,752 | +5.8% | 36,266 | +3.5% | 1.40% | +0.2% |
| Q4 2022 | $1,294,796 | +13.0% | 35,023 | +6.7% | 1.40% | +3.6% |
| Q3 2022 | $1,146,000 | +7.6% | 32,828 | +10.2% | 1.35% | +29.5% |
| Q2 2022 | $1,065,000 | -2.6% | 29,784 | +14.6% | 1.04% | +14.3% |
| Q1 2022 | $1,093,000 | -19.2% | 25,991 | -13.2% | 0.91% | -24.9% |
| Q4 2021 | $1,353,000 | +8.2% | 29,928 | +1.9% | 1.21% | +16.3% |
| Q3 2021 | $1,251,000 | +35.1% | 29,374 | +39.3% | 1.04% | +35.9% |
| Q2 2021 | $926,000 | +77.7% | 21,082 | +72.0% | 0.77% | +58.9% |
| Q1 2021 | $521,000 | -40.9% | 12,257 | -50.2% | 0.48% | -44.5% |
| Q4 2020 | $881,000 | – | 24,621 | – | 0.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |