SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $364,769 | -1.7% | 9,885 | +3.5% | 0.04% | -2.3% |
Q2 2023 | $370,942 | +109.4% | 9,551 | +103.6% | 0.04% | +91.3% |
Q1 2023 | $177,136 | +1.3% | 4,690 | -0.9% | 0.02% | -11.5% |
Q4 2022 | $174,941 | +8.7% | 4,732 | +0.0% | 0.03% | 0.0% |
Q3 2022 | $161,000 | +11.0% | 4,731 | +17.8% | 0.03% | +8.3% |
Q2 2022 | $145,000 | -17.1% | 4,017 | -3.7% | 0.02% | -11.1% |
Q1 2022 | $175,000 | -6.9% | 4,170 | -0.7% | 0.03% | -3.6% |
Q4 2021 | $188,000 | +5.6% | 4,198 | +0.3% | 0.03% | -3.4% |
Q3 2021 | $178,000 | -4.3% | 4,186 | -1.2% | 0.03% | -9.4% |
Q2 2021 | $186,000 | -4.6% | 4,237 | -8.3% | 0.03% | -15.8% |
Q1 2021 | $195,000 | +34.5% | 4,618 | +14.2% | 0.04% | +22.6% |
Q4 2020 | $145,000 | +29.5% | 4,043 | -1.5% | 0.03% | +10.7% |
Q3 2020 | $112,000 | +261.3% | 4,104 | +251.7% | 0.03% | +211.1% |
Q2 2020 | $31,000 | +29.2% | 1,167 | +6.4% | 0.01% | -25.0% |
Q1 2020 | $24,000 | – | 1,097 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 491,095 | $16,727,000 | 11.96% |
WALLER FINANCIAL PLANNING GROUP, INC | 897,808 | $30,579,000 | 9.35% |
Garrett Wealth Advisory Group, LLC | 373,355 | $12,716,000 | 7.10% |
Peterson Wealth Advisors, LLC | 566,032 | $19,279,000 | 6.47% |
KARLINSKI ANDREW C | 111,636 | $3,802,000 | 5.76% |
Pinnacle Wealth Planning Services, Inc. | 829,697 | $28,260,000 | 5.22% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 194,548 | $7,006,000 | 4.66% |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 128,067 | $4,362,000 | 4.32% |
ADAMSBROWN WEALTH CONSULTANTS LLC | 162,315 | $5,528,000 | 4.21% |
Valmark Advisers, Inc. | 6,003,087 | $204,465,000 | 4.11% |