SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,276 | -5.5% | 5,780 | -3.5% | 0.00% | – |
| Q2 2023 | $233,014 | +80.7% | 5,987 | +72.6% | 0.00% | – |
| Q4 2022 | $128,943 | +1.5% | 3,469 | 0.0% | 0.00% | – |
| Q3 2022 | $127,000 | -28.7% | 3,469 | -26.9% | 0.00% | – |
| Q2 2022 | $178,000 | +178.1% | 4,744 | +220.1% | 0.00% | – |
| Q1 2022 | $64,000 | +12.3% | 1,482 | +16.2% | 0.00% | – |
| Q4 2021 | $57,000 | -87.1% | 1,275 | -87.5% | 0.00% | – |
| Q3 2021 | $442,000 | +309.3% | 10,192 | +315.2% | 0.00% | – |
| Q2 2021 | $108,000 | +535.3% | 2,455 | +461.8% | 0.00% | – |
| Q4 2020 | $17,000 | +325.0% | 437 | +304.6% | 0.00% | – |
| Q4 2019 | $4,000 | -93.9% | 108 | -95.7% | 0.00% | – |
| Q4 2018 | $66,000 | – | 2,486 | – | 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% |