SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 212 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,730,794 | +23.3% | 6,501,149 | +52.9% | 0.07% | +28.8% |
| Q2 2023 | $165,222,183 | +301.5% | 4,252,970 | +290.9% | 0.05% | +300.0% |
| Q1 2023 | $41,155,710 | -12.7% | 1,088,034 | -14.8% | 0.01% | -18.8% |
| Q4 2022 | $47,168,000 | +103.2% | 1,276,478 | +87.3% | 0.02% | +77.8% |
| Q3 2022 | $23,211,000 | +58.2% | 681,590 | +67.3% | 0.01% | +80.0% |
| Q2 2022 | $14,670,000 | -51.2% | 407,335 | -43.0% | 0.01% | -44.4% |
| Q1 2022 | $30,052,000 | +222.4% | 714,402 | +242.5% | 0.01% | +200.0% |
| Q4 2021 | $9,320,000 | +25.8% | 208,580 | +20.1% | 0.00% | +50.0% |
| Q3 2021 | $7,408,000 | +2.5% | 173,692 | +5.6% | 0.00% | 0.0% |
| Q2 2021 | $7,226,000 | +10.7% | 164,448 | +6.4% | 0.00% | 0.0% |
| Q1 2021 | $6,530,000 | +16.6% | 154,605 | -1.6% | 0.00% | 0.0% |
| Q4 2020 | $5,600,000 | +35.2% | 157,081 | +3.7% | 0.00% | 0.0% |
| Q3 2020 | $4,142,000 | +11.3% | 151,424 | +8.1% | 0.00% | 0.0% |
| Q2 2020 | $3,723,000 | -35.6% | 140,136 | -47.0% | 0.00% | -33.3% |
| Q1 2020 | $5,781,000 | -0.3% | 264,565 | +48.9% | 0.00% | +50.0% |
| Q4 2019 | $5,797,000 | +7.3% | 177,725 | -1.8% | 0.00% | 0.0% |
| Q3 2019 | $5,403,000 | +32.9% | 180,911 | +36.2% | 0.00% | 0.0% |
| Q2 2019 | $4,064,000 | -4.5% | 132,788 | -5.7% | 0.00% | 0.0% |
| Q1 2019 | $4,256,000 | +15.6% | 140,762 | +0.6% | 0.00% | 0.0% |
| Q4 2018 | $3,683,000 | -1.5% | 139,986 | +24.4% | 0.00% | +100.0% |
| Q3 2018 | $3,740,000 | +22.7% | 112,530 | +19.2% | 0.00% | 0.0% |
| Q2 2018 | $3,047,000 | +283.8% | 94,405 | +255.6% | 0.00% | – |
| Q1 2018 | $794,000 | +4.7% | 26,551 | +5.6% | 0.00% | – |
| Q4 2017 | $758,000 | – | 25,151 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |