SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 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. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |