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 | $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. | 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% |