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 | $403,205 | -5.3% | 10,927 | -0.3% | 0.36% | +0.6% |
| Q2 2023 | $425,856 | -13.9% | 10,964 | -16.2% | 0.35% | -20.1% |
| Q1 2023 | $494,395 | +2.2% | 13,090 | +0.0% | 0.44% | -2.2% |
| Q4 2022 | $483,861 | +5.0% | 13,088 | -3.4% | 0.45% | -5.0% |
| Q3 2022 | $461,000 | -12.5% | 13,547 | -7.5% | 0.48% | -6.8% |
| Q2 2022 | $527,000 | -28.9% | 14,640 | -16.9% | 0.51% | -16.0% |
| Q1 2022 | $741,000 | -48.3% | 17,623 | -45.1% | 0.61% | -42.0% |
| Q4 2021 | $1,434,000 | +15.3% | 32,093 | +9.9% | 1.05% | +5.4% |
| Q3 2021 | $1,244,000 | -99.9% | 29,202 | -8.4% | 0.99% | -4.4% |
| Q2 2021 | $1,366,915,000 | +4.6% | 31,870 | +5.0% | 1.04% | -4.8% |
| Q1 2021 | $1,306,880,000 | +16.7% | 30,350 | +6.5% | 1.09% | +5.0% |
| Q4 2020 | $1,119,853,000 | – | 28,488 | – | 1.04% | – |
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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% |