SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,735,743 | -4.4% | 47,039 | +0.7% | 0.50% | -3.1% |
| Q2 2023 | $1,814,954 | +4.5% | 46,729 | +1.7% | 0.52% | -1.9% |
| Q1 2023 | $1,736,005 | +1.7% | 45,963 | -0.4% | 0.53% | -4.7% |
| Q4 2022 | $1,706,774 | +8.6% | 46,166 | +0.1% | 0.55% | -4.2% |
| Q3 2022 | $1,571,000 | -5.2% | 46,127 | +0.1% | 0.58% | -4.2% |
| Q2 2022 | $1,658,000 | -14.4% | 46,086 | +0.1% | 0.60% | -4.4% |
| Q1 2022 | $1,937,000 | -5.8% | 46,043 | +0.0% | 0.63% | -1.4% |
| Q4 2021 | $2,057,000 | +5.1% | 46,028 | +0.1% | 0.64% | -1.7% |
| Q3 2021 | $1,958,000 | -3.0% | 45,968 | +0.1% | 0.65% | -4.0% |
| Q2 2021 | $2,019,000 | +4.0% | 45,938 | +0.1% | 0.68% | -4.6% |
| Q1 2021 | $1,941,000 | +18.1% | 45,910 | +0.1% | 0.71% | +11.1% |
| Q4 2020 | $1,643,000 | – | 45,882 | – | 0.64% | – |
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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% |