SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 258 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,527,710 | +1.5% | 44,853 | +7.2% | 0.06% | +4.8% |
| Q2 2022 | $1,504,760 | -2.5% | 41,822 | +14.0% | 0.06% | +17.0% |
| Q1 2022 | $1,543,073 | +129.2% | 36,679 | +143.5% | 0.05% | +130.4% |
| Q4 2021 | $673,258 | +36.4% | 15,065 | +30.0% | 0.02% | +21.1% |
| Q3 2021 | $493,696 | +27.2% | 11,589 | +31.2% | 0.02% | +26.7% |
| Q2 2021 | $388,240 | +0.7% | 8,836 | -3.2% | 0.02% | -11.8% |
| Q1 2021 | $385,667 | +22.4% | 9,124 | +3.7% | 0.02% | +6.2% |
| Q4 2020 | $315,104 | +128.3% | 8,802 | +74.6% | 0.02% | +100.0% |
| Q3 2020 | $137,999 | -5.0% | 5,040 | -7.8% | 0.01% | -11.1% |
| Q2 2020 | $145,232 | +34.4% | 5,466 | +10.5% | 0.01% | 0.0% |
| Q1 2020 | $108,021 | -28.4% | 4,946 | +7.0% | 0.01% | -18.2% |
| Q4 2019 | $150,816 | +8.8% | 4,622 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $138,660 | +767.0% | 4,622 | +785.4% | 0.01% | +1000.0% |
| Q2 2019 | $15,994 | +138.3% | 522 | +135.1% | 0.00% | 0.0% |
| Q1 2019 | $6,711 | -8.4% | 222 | -20.1% | 0.00% | 0.0% |
| Q4 2018 | $7,328 | +15.4% | 278 | +45.5% | 0.00% | 0.0% |
| Q3 2018 | $6,349 | +3.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,165 | +7.9% | 191 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,715 | -0.8% | 191 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,759 | – | 191 | – | 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% |