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 | $452,894 | -1.3% | 12,274 | +3.9% | 0.32% | +1.6% |
Q2 2023 | $458,777 | +2.8% | 11,812 | -0.1% | 0.32% | -0.9% |
Q1 2023 | $446,365 | +0.3% | 11,818 | -1.8% | 0.32% | -3.6% |
Q4 2022 | $444,909 | +17.7% | 12,034 | +8.5% | 0.33% | +7.1% |
Q3 2022 | $378,000 | -11.3% | 11,094 | -6.2% | 0.31% | -20.2% |
Q2 2022 | $426,000 | -71.3% | 11,828 | -66.5% | 0.39% | +17.1% |
Q1 2022 | $1,484,000 | +40.8% | 35,279 | +49.6% | 0.33% | +13.6% |
Q4 2021 | $1,054,000 | +41.7% | 23,589 | +35.0% | 0.29% | +24.6% |
Q3 2021 | $744,000 | +63.2% | 17,470 | +68.2% | 0.24% | -30.2% |
Q2 2021 | $456,000 | +4.8% | 10,384 | +0.8% | 0.34% | -5.1% |
Q1 2021 | $435,000 | +6.4% | 10,299 | -9.9% | 0.36% | -1.7% |
Q4 2020 | $409,000 | – | 11,427 | – | 0.36% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |