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 | $884,178 | -6.5% | 23,962 | -1.5% | 0.49% | -4.1% |
| Q2 2023 | $945,303 | +4.5% | 24,338 | +1.6% | 0.51% | +2.0% |
| Q1 2023 | $904,573 | -1.5% | 23,949 | -3.6% | 0.50% | 0.0% |
| Q4 2022 | $918,331 | +7.7% | 24,841 | -0.8% | 0.50% | +0.8% |
| Q3 2022 | $853,000 | -3.7% | 25,049 | +1.6% | 0.50% | +1.6% |
| Q2 2022 | $886,000 | -11.5% | 24,649 | -1.9% | 0.49% | -2.2% |
| Q1 2022 | $1,001,000 | -12.2% | 25,127 | -1.5% | 0.50% | +5.5% |
| Q4 2021 | $1,140,000 | +9.9% | 25,512 | +4.8% | 0.48% | -8.3% |
| Q3 2021 | $1,037,000 | -19.0% | 24,355 | -16.4% | 0.52% | -20.8% |
| Q2 2021 | $1,280,000 | +1.7% | 29,148 | -2.2% | 0.66% | -3.4% |
| Q1 2021 | $1,259,000 | -58.9% | 29,797 | -65.2% | 0.68% | -58.7% |
| Q4 2020 | $3,064,000 | – | 85,611 | – | 1.64% | – |
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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% |