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 | $11,803,597 | -8.3% | 319,813 | -3.5% | 0.00% | 0.0% |
| Q2 2023 | $12,866,439 | +234.6% | 331,268 | +225.4% | 0.00% | – |
| Q1 2023 | $3,845,623 | +56478.2% | 101,816 | -44.6% | 0.00% | -100.0% |
| Q4 2022 | $6,797 | -32.0% | 183,855 | +67994.4% | 0.00% | – |
| Q3 2022 | $10,000 | +150.0% | 270 | +126.9% | 0.00% | – |
| Q2 2022 | $4,000 | +100.0% | 119 | +138.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | -90.0% | 50 | -91.0% | 0.00% | – |
| Q4 2020 | $20,000 | -90.5% | 557 | -93.0% | 0.00% | – |
| Q2 2020 | $210,000 | -50.4% | 7,904 | -59.2% | 0.00% | – |
| Q1 2020 | $423,000 | -78.5% | 19,373 | -67.9% | 0.00% | – |
| Q4 2019 | $1,969,000 | +730.8% | 60,350 | +663.5% | 0.00% | – |
| Q3 2019 | $237,000 | -0.8% | 7,904 | 0.0% | 0.00% | – |
| Q2 2019 | $239,000 | 0.0% | 7,904 | 0.0% | 0.00% | – |
| Q1 2019 | $239,000 | +8.1% | 7,904 | -5.7% | 0.00% | – |
| Q4 2018 | $221,000 | – | 8,378 | +837700.0% | 0.00% | – |
| Q2 2018 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |