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 | $304 | +55.1% | 8,227 | +62.7% | 0.03% | +52.9% |
Q2 2023 | $196 | +78.2% | 5,055 | +73.4% | 0.02% | +88.9% |
Q1 2023 | $110 | -43.6% | 2,916 | -44.8% | 0.01% | -50.0% |
Q4 2022 | $195 | -99.9% | 5,280 | -3.8% | 0.02% | 0.0% |
Q3 2022 | $187,000 | -4.1% | 5,486 | +1.4% | 0.02% | -5.3% |
Q2 2022 | $195,000 | -93.6% | 5,410 | -92.5% | 0.02% | -92.1% |
Q1 2022 | $3,041,000 | -0.5% | 72,285 | +5.7% | 0.24% | +3.9% |
Q4 2021 | $3,057,000 | +11.7% | 68,408 | +6.5% | 0.23% | +0.9% |
Q3 2021 | $2,736,000 | +4.7% | 64,234 | +8.0% | 0.23% | +4.1% |
Q2 2021 | $2,614,000 | +8.5% | 59,480 | +4.4% | 0.22% | -7.6% |
Q1 2021 | $2,409,000 | +25.7% | 56,986 | +6.4% | 0.24% | +17.8% |
Q4 2020 | $1,917,000 | +42.5% | 53,555 | +9.1% | 0.20% | +8.6% |
Q3 2020 | $1,345,000 | +11.3% | 49,107 | +8.0% | 0.19% | +3.9% |
Q2 2020 | $1,208,000 | +37.0% | 45,478 | +12.7% | 0.18% | +1.7% |
Q1 2020 | $882,000 | -21.5% | 40,369 | +17.3% | 0.18% | +12.1% |
Q4 2019 | $1,123,000 | +32.9% | 34,406 | +22.1% | 0.16% | +18.9% |
Q3 2019 | $845,000 | +21.6% | 28,181 | +24.2% | 0.13% | +21.1% |
Q2 2019 | $695,000 | -95.8% | 22,682 | +4409.3% | 0.11% | +11.2% |
Q1 2019 | $16,635,000 | +207837.5% | 503 | +124.6% | 0.10% | +71.9% |
Q4 2018 | $8,000 | -96.3% | 224 | +3633.3% | 0.06% | +46.2% |
Q3 2018 | $216,000 | +32.5% | 6 | -99.9% | 0.04% | +69.6% |
Q2 2018 | $163,000 | – | 5,040 | – | 0.02% | – |
Download |
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% |