SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 15 filers reported holding SPDR SER TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,384 | -5.0% | 444 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,245 | -67.5% | 444 | -63.0% | 0.01% | -52.9% |
| Q2 2021 | $53,000 | +3.9% | 1,200 | 0.0% | 0.02% | +13.3% |
| Q1 2021 | $51,000 | +18.6% | 1,200 | 0.0% | 0.02% | +15.4% |
| Q4 2020 | $43,000 | +30.3% | 1,200 | 0.0% | 0.01% | +18.2% |
| Q3 2020 | $33,000 | +3.1% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $32,000 | +23.1% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | -33.3% | 1,200 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $39,000 | +8.3% | 1,200 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $36,000 | -2.7% | 1,200 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $37,000 | +2.8% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $36,000 | +12.5% | 1,200 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $32,000 | -20.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $40,000 | +2.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $39,000 | +8.3% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $36,000 | +20.0% | 1,200 | +200.0% | 0.01% | +22.2% |
| Q1 2015 | $30,000 | +3.4% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $29,000 | +11.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $26,000 | -7.1% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $28,000 | – | 400 | – | 0.01% | – |
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% |