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 | $684,140 | +17.1% | 18,540 | +23.3% | 0.11% | +18.3% |
| Q2 2023 | $584,179 | -8.0% | 15,041 | -10.5% | 0.09% | -13.9% |
| Q1 2023 | $634,918 | -35.9% | 16,810 | -37.3% | 0.11% | -39.7% |
| Q4 2022 | $990,572 | -3.2% | 26,794 | -10.8% | 0.18% | -0.6% |
| Q3 2022 | $1,023,000 | -18.4% | 30,036 | -13.7% | 0.18% | -21.1% |
| Q2 2022 | $1,253,000 | -10.9% | 34,817 | -3.9% | 0.23% | -14.6% |
| Q1 2022 | $1,406,000 | +21.5% | 36,241 | +39.9% | 0.27% | +2.7% |
| Q4 2021 | $1,157,000 | +0.3% | 25,900 | -4.3% | 0.26% | -15.9% |
| Q3 2021 | $1,153,000 | -5.5% | 27,069 | -2.5% | 0.31% | -18.5% |
| Q2 2021 | $1,220,000 | -0.6% | 27,771 | -2.7% | 0.38% | -25.8% |
| Q1 2021 | $1,227,000 | +9.9% | 28,549 | -8.4% | 0.51% | +0.6% |
| Q4 2020 | $1,116,000 | +22.0% | 31,160 | -5.5% | 0.51% | +1.4% |
| Q3 2020 | $915,000 | -2.8% | 32,964 | -8.4% | 0.50% | -15.1% |
| Q2 2020 | $941,000 | -16.7% | 35,972 | -35.3% | 0.59% | -22.4% |
| Q1 2020 | $1,129,000 | -51.0% | 55,596 | -21.2% | 0.76% | -43.2% |
| Q4 2019 | $2,302,000 | +19.0% | 70,546 | +7.3% | 1.34% | +3.3% |
| Q3 2019 | $1,935,000 | +5.0% | 65,742 | +9.7% | 1.30% | +2.4% |
| Q2 2019 | $1,842,000 | +56.9% | 59,921 | +56.2% | 1.26% | +44.2% |
| Q1 2019 | $1,174,000 | -26.1% | 38,355 | -36.4% | 0.88% | -24.9% |
| Q4 2018 | $1,589,000 | -22.9% | 60,289 | -4.0% | 1.17% | -14.8% |
| Q3 2018 | $2,060,000 | +23.3% | 62,779 | +21.3% | 1.37% | +11.9% |
| Q2 2018 | $1,671,000 | +39.1% | 51,754 | +29.0% | 1.22% | +21.7% |
| Q1 2018 | $1,201,000 | +371.0% | 40,133 | +373.8% | 1.01% | +415.9% |
| Q4 2017 | $255,000 | -13.3% | 8,471 | +139.6% | 0.20% | -33.2% |
| Q2 2017 | $294,000 | – | 3,535 | – | 0.29% | – |
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% |