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 | $1,215,001 | -13.3% | 32,927 | -8.8% | 0.67% | -8.0% |
| Q2 2023 | $1,401,590 | +73.5% | 36,088 | +68.7% | 0.73% | +67.7% |
| Q1 2023 | $808,003 | -0.5% | 21,393 | -2.6% | 0.44% | -8.4% |
| Q4 2022 | $812,307 | +12.7% | 21,972 | +3.3% | 0.48% | +1.7% |
| Q3 2022 | $721,000 | -5.3% | 21,271 | +0.9% | 0.47% | -1.5% |
| Q2 2022 | $761,000 | -12.8% | 21,086 | +1.6% | 0.48% | -16.5% |
| Q1 2022 | $873,000 | +2.3% | 20,744 | +1.3% | 0.57% | -7.8% |
| Q4 2021 | $853,000 | -8.2% | 20,482 | -6.1% | 0.62% | -4.6% |
| Q3 2021 | $929,000 | -5.6% | 21,809 | -2.6% | 0.65% | -6.9% |
| Q2 2021 | $984,000 | 0.0% | 22,400 | -3.8% | 0.70% | -13.1% |
| Q1 2021 | $984,000 | -17.7% | 23,279 | -30.3% | 0.80% | -15.5% |
| Q4 2020 | $1,195,000 | – | 33,380 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |