SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504,261 | +4.3% | 13,666 | +9.8% | 0.00% | – |
| Q2 2023 | $483,311 | +20.9% | 12,444 | +17.6% | 0.00% | – |
| Q1 2023 | $399,652 | +170.3% | 10,582 | +164.6% | 0.00% | – |
| Q4 2022 | $147,828 | +13.7% | 3,999 | +4.5% | 0.00% | – |
| Q3 2022 | $130,000 | -3.7% | 3,828 | +2.2% | 0.00% | – |
| Q2 2022 | $135,000 | -10.6% | 3,744 | +4.6% | 0.00% | – |
| Q1 2022 | $151,000 | +20.8% | 3,579 | +28.2% | 0.00% | – |
| Q4 2021 | $125,000 | +33.0% | 2,791 | +26.6% | 0.00% | – |
| Q3 2021 | $94,000 | +27.0% | 2,204 | +30.6% | 0.00% | – |
| Q2 2021 | $74,000 | +23.3% | 1,688 | +18.7% | 0.00% | – |
| Q1 2021 | $60,000 | -1.6% | 1,422 | -16.8% | 0.00% | – |
| Q4 2020 | $61,000 | +56.4% | 1,709 | +19.4% | 0.00% | – |
| Q3 2020 | $39,000 | +143.8% | 1,431 | +142.5% | 0.00% | – |
| Q2 2020 | $16,000 | +166.7% | 590 | +116.1% | 0.00% | – |
| Q1 2020 | $6,000 | -76.9% | 273 | -65.6% | 0.00% | – |
| Q4 2019 | $26,000 | -3.7% | 794 | -12.5% | 0.00% | – |
| Q3 2019 | $27,000 | +35.0% | 907 | +37.6% | 0.00% | – |
| Q2 2019 | $20,000 | -48.7% | 659 | -49.4% | 0.00% | – |
| Q1 2019 | $39,000 | +143.8% | 1,302 | +110.0% | 0.00% | – |
| Q4 2018 | $16,000 | -52.9% | 620 | -39.6% | 0.00% | – |
| Q3 2018 | $34,000 | – | 1,027 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |