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 | $370,362 | +1.1% | 10,037 | +6.4% | 0.04% | +5.4% |
| Q2 2023 | $366,291 | -81.6% | 9,431 | -95.5% | 0.04% | -66.7% |
| Q1 2023 | $1,992,038 | +1158.6% | 210,134 | +4808.5% | 0.11% | +1485.7% |
| Q4 2022 | $158,270 | +1338.8% | 4,281 | +1612.4% | 0.01% | +600.0% |
| Q1 2022 | $11,000 | -86.4% | 250 | -86.3% | 0.00% | -85.7% |
| Q4 2021 | $81,000 | -27.0% | 1,822 | -30.6% | 0.01% | -22.2% |
| Q1 2021 | $111,000 | +18.1% | 2,627 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $94,000 | – | 2,627 | – | 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% |