SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,261 | +771.9% | 2,012 | +818.7% | 0.00% | – |
| Q2 2023 | $8,517 | -9.7% | 219 | -12.4% | 0.00% | – |
| Q1 2023 | $9,427 | +104644.4% | 250 | +0.4% | 0.00% | -100.0% |
| Q4 2022 | $9 | -99.8% | 249 | +126.4% | 0.00% | – |
| Q3 2022 | $4,000 | -60.0% | 110 | -59.3% | 0.00% | – |
| Q2 2022 | $10,000 | -60.0% | 270 | -54.4% | 0.00% | -100.0% |
| Q1 2022 | $25,000 | -19.4% | 592 | -14.9% | 0.00% | 0.0% |
| Q4 2021 | $31,000 | +29.2% | 696 | +25.6% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | -7.7% | 554 | -7.0% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | 0.0% | 596 | -3.6% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | – | 618 | – | 0.00% | – |
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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% |