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 | $352,063 | +17.5% | 9,541 | +23.7% | 0.35% | +24.0% |
| Q2 2023 | $299,689 | +3.3% | 7,716 | -4.3% | 0.28% | +5.2% |
| Q2 2022 | $290,000 | -3.0% | 8,065 | +13.4% | 0.27% | +16.5% |
| Q1 2022 | $299,000 | -8.0% | 7,109 | -2.3% | 0.23% | -4.1% |
| Q4 2021 | $325,000 | -35.0% | 7,277 | -38.0% | 0.24% | -42.8% |
| Q3 2021 | $500,000 | +30.9% | 11,734 | +35.1% | 0.42% | +28.0% |
| Q2 2021 | $382,000 | -13.0% | 8,683 | -16.5% | 0.33% | -21.9% |
| Q1 2021 | $439,000 | +46.3% | 10,396 | +24.2% | 0.42% | +40.8% |
| Q4 2020 | $300,000 | – | 8,370 | – | 0.30% | – |
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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% |