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 | $4,125,235 | +95039.2% | 111,795 | +0.1% | 0.08% | -6.8% |
| Q2 2023 | $4,336 | -98.6% | 111,647 | +1125.3% | 0.09% | +1000.0% |
| Q3 2022 | $310,000 | -5.5% | 9,112 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $328,000 | -13.5% | 9,112 | +1.2% | 0.01% | 0.0% |
| Q1 2022 | $379,000 | -5.7% | 9,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $402,000 | -24.2% | 9,000 | -27.6% | 0.01% | -27.3% |
| Q3 2021 | $530,000 | -3.1% | 12,438 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $547,000 | +4.0% | 12,438 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $526,000 | +18.2% | 12,438 | 0.0% | 0.01% | +9.1% |
| Q4 2020 | $445,000 | – | 12,438 | – | 0.01% | – |
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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% |