SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 154 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,296 | +8.9% | 360,318 | +14.6% | 0.07% | +10.4% |
| Q2 2023 | $12,211 | +75.6% | 314,399 | +70.8% | 0.07% | +36.7% |
| Q1 2023 | $6,952 | -7.1% | 184,053 | -9.1% | 0.05% | 0.0% |
| Q4 2022 | $7,486 | -99.9% | 202,481 | +2.4% | 0.05% | -3.9% |
| Q3 2022 | $6,737,000 | -0.8% | 197,801 | +4.8% | 0.05% | -1.9% |
| Q2 2022 | $6,789,000 | -10.3% | 188,695 | +4.9% | 0.05% | -1.9% |
| Q1 2022 | $7,571,000 | -6.5% | 179,966 | -0.7% | 0.05% | -8.6% |
| Q4 2021 | $8,099,000 | +10.7% | 181,217 | +5.5% | 0.06% | 0.0% |
| Q3 2021 | $7,316,000 | -2.5% | 171,737 | +0.6% | 0.06% | -7.9% |
| Q2 2021 | $7,501,000 | +5.0% | 170,700 | +1.0% | 0.06% | -7.4% |
| Q1 2021 | $7,143,000 | -20.2% | 168,983 | -32.4% | 0.07% | -29.2% |
| Q4 2020 | $8,953,000 | +1495.9% | 250,070 | +1120.4% | 0.10% | +1271.4% |
| Q3 2020 | $561,000 | -14.2% | 20,490 | -16.8% | 0.01% | -22.2% |
| Q2 2020 | $654,000 | -9.9% | 24,618 | -25.9% | 0.01% | -25.0% |
| Q1 2020 | $726,000 | +6.9% | 33,224 | +59.8% | 0.01% | +20.0% |
| Q4 2019 | $679,000 | -11.0% | 20,796 | -18.3% | 0.01% | -16.7% |
| Q3 2019 | $763,000 | -2.2% | 25,440 | -0.1% | 0.01% | +9.1% |
| Q2 2019 | $780,000 | +7.3% | 25,463 | +5.9% | 0.01% | 0.0% |
| Q1 2019 | $727,000 | +22.2% | 24,050 | +6.5% | 0.01% | 0.0% |
| Q4 2018 | $595,000 | +37.4% | 22,584 | +73.6% | 0.01% | +57.1% |
| Q3 2018 | $433,000 | +13.4% | 13,012 | +10.1% | 0.01% | -12.5% |
| Q2 2018 | $382,000 | – | 11,822 | – | 0.01% | – |
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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% |