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 | $235,274 | +94768.5% | 6,376 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $248 | +5.5% | 6,376 | +2.2% | 0.13% | -5.2% |
| Q1 2023 | $235 | +12.4% | 6,238 | +10.8% | 0.14% | -11.8% |
| Q4 2022 | $209 | -99.9% | 5,631 | +6.2% | 0.15% | +8.5% |
| Q2 2022 | $209,000 | -21.7% | 5,300 | -16.5% | 0.14% | -21.2% |
| Q1 2022 | $267,000 | +10.3% | 6,347 | +16.9% | 0.18% | +9.1% |
| Q4 2021 | $242,000 | +4.8% | 5,430 | 0.0% | 0.16% | -6.8% |
| Q3 2021 | $231,000 | -3.3% | 5,430 | 0.0% | 0.18% | -18.1% |
| Q2 2021 | $239,000 | -39.9% | 5,430 | -42.4% | 0.22% | -41.3% |
| Q1 2021 | $398,000 | – | 9,425 | – | 0.37% | – |
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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% |