SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,230 | +37.2% | 599,964 | +43.8% | 0.05% | +43.2% |
| Q2 2023 | $16,202 | +5109.6% | 417,202 | +4860.2% | 0.04% | +3600.0% |
| Q4 2022 | $311 | -99.9% | 8,411 | +1.6% | 0.00% | 0.0% |
| Q3 2022 | $282,000 | -13.0% | 8,280 | -8.2% | 0.00% | 0.0% |
| Q2 2022 | $324,000 | +30.6% | 9,017 | +53.1% | 0.00% | – |
| Q1 2022 | $248,000 | -90.5% | 5,890 | -90.1% | 0.00% | -100.0% |
| Q4 2021 | $2,611,000 | -0.9% | 59,424 | -3.9% | 0.01% | 0.0% |
| Q3 2021 | $2,635,000 | +0.9% | 61,855 | +4.1% | 0.01% | 0.0% |
| Q2 2021 | $2,611,000 | +6.4% | 59,424 | +2.3% | 0.01% | 0.0% |
| Q1 2021 | $2,455,000 | +23.7% | 58,068 | +4.8% | 0.01% | 0.0% |
| Q4 2020 | $1,984,000 | +33.1% | 55,424 | +1.8% | 0.01% | +25.0% |
| Q3 2020 | $1,491,000 | +113.9% | 54,450 | +70.7% | 0.00% | +100.0% |
| Q2 2020 | $697,000 | 0.0% | 31,905 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $697,000 | -28.9% | 31,905 | +6.2% | 0.00% | 0.0% |
| Q4 2019 | $980,000 | +8.4% | 30,041 | -0.3% | 0.00% | 0.0% |
| Q3 2019 | $904,000 | +13.6% | 30,125 | +16.0% | 0.00% | +50.0% |
| Q2 2019 | $796,000 | +15.7% | 25,974 | +14.1% | 0.00% | 0.0% |
| Q1 2019 | $688,000 | – | 22,768 | – | 0.00% | – |
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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% |