SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 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% | – |
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% |