SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,032 | +1.1% | 2,467 | +6.4% | 0.05% | +4.5% |
| Q2 2023 | $90,070 | +2.8% | 2,319 | 0.0% | 0.04% | -6.4% |
| Q1 2023 | $87,589 | +5.3% | 2,319 | +3.0% | 0.05% | -2.1% |
| Q4 2022 | $83,219 | +1088.8% | 2,251 | +1025.5% | 0.05% | +1100.0% |
| Q3 2022 | $7,000 | +40.0% | 200 | +83.5% | 0.00% | +100.0% |
| Q1 2022 | $5,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | -16.7% | 109 | -22.1% | 0.00% | -50.0% |
| Q3 2021 | $6,000 | -14.3% | 140 | -8.5% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | +16.7% | 153 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 153 | -1.9% | 0.00% | -20.0% |
| Q4 2020 | $6,000 | +50.0% | 156 | +6.8% | 0.01% | +25.0% |
| Q3 2020 | $4,000 | – | 146 | – | 0.00% | – |
Download | ||||||
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% |