SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $117,122 | -16.4% | 3,174 | -12.0% | 0.00% | – |
| Q2 2023 | $140,057 | +700.9% | 3,606 | +678.8% | 0.00% | – |
| Q1 2023 | $17,488 | -32.7% | 463 | -22.8% | 0.00% | – |
| Q2 2021 | $26,000 | +4.0% | 600 | 0.0% | 0.00% | – |
| Q1 2021 | $25,000 | -10.7% | 600 | -24.1% | 0.00% | – |
| Q4 2020 | $28,000 | -15.2% | 791 | -34.1% | 0.00% | – |
| Q3 2020 | $33,000 | +3.1% | 1,200 | -0.2% | 0.00% | – |
| Q2 2020 | $32,000 | +23.1% | 1,202 | +0.2% | 0.00% | – |
| Q1 2020 | $26,000 | -33.3% | 1,200 | 0.0% | 0.00% | – |
| Q4 2019 | $39,000 | -93.4% | 1,200 | -93.9% | 0.00% | – |
| Q3 2019 | $592,000 | -2.1% | 19,737 | 0.0% | 0.00% | – |
| Q2 2019 | $605,000 | +1.3% | 19,737 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $597,000 | +14.6% | 19,737 | -0.2% | 0.00% | 0.0% |
| Q4 2018 | $521,000 | -21.4% | 19,767 | -0.9% | 0.00% | 0.0% |
| Q3 2018 | $663,000 | +4.1% | 19,937 | +1.0% | 0.00% | 0.0% |
| Q2 2018 | $637,000 | +8.0% | 19,737 | 0.0% | 0.00% | – |
| Q1 2018 | $590,000 | -0.8% | 19,737 | 0.0% | 0.00% | – |
| Q4 2017 | $595,000 | +3.3% | 19,737 | +200.0% | 0.00% | – |
| Q3 2017 | $576,000 | +5.1% | 6,579 | 0.0% | 0.00% | – |
| Q2 2017 | $548,000 | +5.4% | 6,579 | +3.1% | 0.00% | – |
| Q1 2017 | $520,000 | +5.7% | 6,379 | +3.2% | 0.00% | – |
| Q4 2016 | $492,000 | +7.7% | 6,179 | 0.0% | 0.00% | – |
| Q3 2016 | $457,000 | +10.1% | 6,179 | 0.0% | 0.00% | – |
| Q2 2016 | $415,000 | +2.7% | 6,179 | 0.0% | 0.00% | – |
| Q1 2016 | $404,000 | -3.1% | 6,179 | 0.0% | 0.00% | – |
| Q4 2015 | $417,000 | +4.2% | 6,179 | 0.0% | 0.00% | – |
| Q3 2015 | $400,000 | -12.5% | 6,179 | 0.0% | 0.00% | – |
| Q2 2015 | $457,000 | -0.2% | 6,179 | 0.0% | 0.00% | – |
| Q1 2015 | $458,000 | +3.9% | 6,179 | 0.0% | 0.00% | – |
| Q4 2014 | $441,000 | -80.8% | 6,179 | -82.3% | 0.00% | -100.0% |
| Q3 2014 | $2,298,000 | -7.5% | 35,000 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,483,000 | +1.7% | 35,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,441,000 | -58.5% | 35,000 | -58.8% | 0.00% | -60.0% |
| Q4 2013 | $5,885,000 | +8.4% | 85,000 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $5,429,000 | – | 85,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |