SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,418,527 | -6.2% | 92,643 | -1.2% | 0.48% | -2.2% |
| Q2 2023 | $3,643,231 | +327.8% | 93,801 | +316.0% | 0.49% | +314.3% |
| Q1 2023 | $851,562 | +10.9% | 22,546 | +8.5% | 0.12% | +2.6% |
| Q4 2022 | $768,089 | +14.0% | 20,776 | +5.0% | 0.12% | +7.4% |
| Q3 2022 | $674,000 | -11.1% | 19,793 | -6.1% | 0.11% | -8.5% |
| Q2 2022 | $758,000 | -4.3% | 21,074 | +12.0% | 0.12% | +11.3% |
| Q1 2022 | $792,000 | +1.9% | 18,824 | +8.3% | 0.11% | -12.4% |
| Q4 2021 | $777,000 | +4.7% | 17,380 | -0.2% | 0.12% | -4.7% |
| Q3 2021 | $742,000 | +23.1% | 17,407 | +26.9% | 0.13% | +21.0% |
| Q2 2021 | $603,000 | +4.3% | 13,713 | +0.2% | 0.10% | +1.9% |
| Q1 2021 | $578,000 | – | 13,682 | – | 0.10% | – |
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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% |