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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $14,233,683 | +25.5% | 337,451 | +9.8% | 0.74% | +16.3% |
| Q3 2023 | $11,341,953 | -2.2% | 307,370 | +2.9% | 0.64% | +3.9% |
| Q2 2023 | $11,599,975 | +106743.3% | 298,661 | +1.7% | 0.61% | +15225.0% |
| Q4 2022 | $10,857 | -99.9% | 293,662 | +13.1% | 0.00% | -99.4% |
| Q3 2022 | $9,340,000 | 0.0% | 259,601 | 0.0% | 0.62% | 0.0% |
| Q2 2022 | $9,340,000 | -5.4% | 259,601 | +10.6% | 0.62% | +11.2% |
| Q1 2022 | $9,873,000 | +3.5% | 234,679 | +10.0% | 0.56% | +5.9% |
| Q4 2021 | $9,536,000 | +121.0% | 213,384 | +110.6% | 0.52% | +97.0% |
| Q3 2021 | $4,315,000 | +65.6% | 101,299 | +70.8% | 0.27% | +62.2% |
| Q2 2021 | $2,606,000 | – | 59,313 | – | 0.16% | – |
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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% |