SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,469 | -2.4% | 744,416 | +2.8% | 0.06% | 0.0% |
| Q2 2023 | $28,136 | +168.2% | 724,402 | +160.9% | 0.06% | +159.1% |
| Q1 2023 | $10,489 | -21.3% | 277,707 | -23.0% | 0.02% | -31.2% |
| Q4 2022 | $13,326 | -99.9% | 360,461 | +1.0% | 0.03% | +3.2% |
| Q3 2022 | $12,158,000 | -0.5% | 356,970 | +5.2% | 0.03% | -3.1% |
| Q2 2022 | $12,213,000 | -13.0% | 339,450 | +1.8% | 0.03% | 0.0% |
| Q1 2022 | $14,033,000 | -15.7% | 333,572 | -10.4% | 0.03% | -13.5% |
| Q4 2021 | $16,645,000 | +20.2% | 372,454 | +14.6% | 0.04% | +5.7% |
| Q3 2021 | $13,847,000 | +73.5% | 325,068 | +79.0% | 0.04% | +75.0% |
| Q2 2021 | $7,979,000 | +38.5% | 181,608 | +33.2% | 0.02% | +25.0% |
| Q1 2021 | $5,763,000 | +16.3% | 136,359 | -1.5% | 0.02% | +6.7% |
| Q4 2020 | $4,956,000 | +37.6% | 138,449 | +5.2% | 0.02% | +25.0% |
| Q3 2020 | $3,603,000 | +6.4% | 131,600 | +3.2% | 0.01% | -7.7% |
| Q2 2020 | $3,387,000 | +37.0% | 127,484 | +12.6% | 0.01% | +8.3% |
| Q1 2020 | $2,472,000 | -30.4% | 113,200 | +4.0% | 0.01% | -14.3% |
| Q4 2019 | $3,550,000 | -11.5% | 108,812 | -18.7% | 0.01% | -17.6% |
| Q3 2019 | $4,013,000 | -6.8% | 133,798 | -4.8% | 0.02% | -10.5% |
| Q2 2019 | $4,304,000 | +1.0% | 140,476 | -0.4% | 0.02% | -5.0% |
| Q1 2019 | $4,262,000 | +17.1% | 141,003 | +2.1% | 0.02% | +5.3% |
| Q4 2018 | $3,641,000 | +5.1% | 138,145 | +32.6% | 0.02% | +11.8% |
| Q3 2018 | $3,464,000 | +8.4% | 104,221 | +5.3% | 0.02% | 0.0% |
| Q2 2018 | $3,195,000 | +20.2% | 98,968 | +11.4% | 0.02% | +21.4% |
| Q1 2018 | $2,657,000 | +3.3% | 88,834 | +4.2% | 0.01% | 0.0% |
| Q4 2017 | $2,572,000 | – | 85,294 | – | 0.01% | – |
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% |