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 | $699,661 | -9.9% | 18,961 | -5.1% | 0.62% | -2.1% |
| Q2 2023 | $776,140 | -9.6% | 19,983 | -12.1% | 0.63% | -23.5% |
| Q1 2023 | $858,928 | -14.5% | 22,741 | -16.4% | 0.83% | -20.3% |
| Q4 2022 | $1,005,066 | +7.8% | 27,186 | -0.6% | 1.04% | +15.9% |
| Q3 2022 | $932,000 | -28.5% | 27,357 | -24.5% | 0.90% | -35.9% |
| Q2 2022 | $1,304,000 | -16.6% | 36,231 | -2.5% | 1.40% | +9.9% |
| Q1 2022 | $1,563,000 | -6.2% | 37,145 | -0.4% | 1.27% | -13.0% |
| Q4 2021 | $1,666,000 | +4.9% | 37,288 | 0.0% | 1.46% | +11.7% |
| Q3 2021 | $1,588,000 | -3.1% | 37,288 | 0.0% | 1.31% | -4.2% |
| Q2 2021 | $1,638,000 | +3.1% | 37,288 | -0.8% | 1.36% | -2.8% |
| Q1 2021 | $1,589,000 | -60.1% | 37,594 | -66.2% | 1.40% | -60.2% |
| Q4 2020 | $3,983,000 | – | 111,243 | – | 3.53% | – |
Download | ||||||
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% |