SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
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% | – |
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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% |