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 | $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. | 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% |