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 | $654,120 | -9.0% | 17,727 | -4.2% | 0.39% | -8.9% |
| Q2 2023 | $718,933 | -21.2% | 18,510 | -23.4% | 0.43% | -25.6% |
| Q1 2023 | $912,669 | -19.1% | 24,164 | -20.8% | 0.58% | -22.5% |
| Q4 2022 | $1,128,484 | +8.5% | 30,524 | -0.1% | 0.74% | +0.8% |
| Q3 2022 | $1,040,000 | -14.8% | 30,548 | -9.9% | 0.74% | -8.1% |
| Q2 2022 | $1,220,000 | -18.3% | 33,920 | +1.5% | 0.80% | -2.1% |
| Q4 2021 | $1,493,000 | +1.5% | 33,408 | -4.4% | 0.82% | -3.5% |
| Q1 2021 | $1,471,000 | – | 34,961 | – | 0.85% | – |
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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% |