SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 236 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $814,650 | -9.1% | 22,077 | -4.3% | 0.00% | -50.0% |
| Q2 2023 | $895,920 | +5.1% | 23,066 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $852,410 | +18.6% | 22,569 | +16.1% | 0.00% | 0.0% |
| Q4 2022 | $718,520 | -6.8% | 19,436 | -14.2% | 0.00% | 0.0% |
| Q3 2022 | $771,000 | -3.9% | 22,648 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $802,000 | -18.2% | 22,251 | -4.4% | 0.00% | 0.0% |
| Q1 2022 | $980,000 | -6.5% | 23,272 | -0.9% | 0.00% | 0.0% |
| Q4 2021 | $1,048,000 | +2.8% | 23,480 | -2.2% | 0.00% | 0.0% |
| Q3 2021 | $1,019,000 | -0.4% | 24,016 | +3.3% | 0.00% | 0.0% |
| Q2 2021 | $1,023,000 | +29.3% | 23,239 | +4.9% | 0.00% | 0.0% |
| Q1 2021 | $791,000 | 0.0% | 22,153 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $791,000 | +31.0% | 22,153 | -0.1% | 0.00% | 0.0% |
| Q3 2020 | $604,000 | +0.2% | 22,165 | -2.0% | 0.00% | 0.0% |
| Q2 2020 | $603,000 | +42.6% | 22,627 | +16.3% | 0.00% | 0.0% |
| Q1 2020 | $423,000 | -31.0% | 19,461 | +3.3% | 0.00% | 0.0% |
| Q4 2019 | $613,000 | +5.0% | 18,834 | -3.7% | 0.00% | +100.0% |
| Q3 2019 | $584,000 | -3.8% | 19,562 | -1.0% | 0.00% | -50.0% |
| Q2 2019 | $607,000 | +1.2% | 19,767 | -0.7% | 0.00% | 0.0% |
| Q1 2019 | $600,000 | +13.2% | 19,911 | -0.6% | 0.00% | 0.0% |
| Q4 2018 | $530,000 | -20.1% | 20,029 | +0.2% | 0.00% | 0.0% |
| Q3 2018 | $663,000 | -0.2% | 19,983 | -2.9% | 0.00% | 0.0% |
| Q2 2018 | $664,000 | +6.9% | 20,575 | -0.9% | 0.00% | 0.0% |
| Q1 2018 | $621,000 | -1.4% | 20,755 | -0.6% | 0.00% | 0.0% |
| Q4 2017 | $630,000 | +3.4% | 20,887 | +200.2% | 0.00% | 0.0% |
| Q3 2017 | $609,000 | +7.0% | 6,958 | +1.8% | 0.00% | 0.0% |
| Q2 2017 | $569,000 | +0.7% | 6,832 | -1.4% | 0.00% | 0.0% |
| Q1 2017 | $565,000 | -19.1% | 6,929 | -20.9% | 0.00% | -33.3% |
| Q4 2016 | $698,000 | +5.1% | 8,765 | -2.5% | 0.00% | 0.0% |
| Q3 2016 | $664,000 | +15.5% | 8,987 | +5.0% | 0.00% | 0.0% |
| Q2 2016 | $575,000 | +1.4% | 8,555 | -1.3% | 0.00% | -25.0% |
| Q1 2016 | $567,000 | +12.5% | 8,666 | +15.9% | 0.00% | +33.3% |
| Q4 2015 | $504,000 | +43.2% | 7,475 | +37.2% | 0.00% | 0.0% |
| Q3 2015 | $352,000 | -31.5% | 5,450 | -21.6% | 0.00% | -40.0% |
| Q2 2015 | $514,000 | +1803.7% | 6,951 | +1841.6% | 0.01% | – |
| Q1 2015 | $27,000 | – | 358 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 463,431 | $19,497,000 | 11.61% |
| WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
| Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
| Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
| Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
| Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
| Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
| McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
| Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |