SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 185 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $264,114 | -23.0% | 6,993 | -24.7% | 0.01% | -30.8% |
| Q4 2022 | $343,162 | -67.3% | 9,282 | -68.1% | 0.01% | -38.1% |
| Q2 2022 | $1,048,000 | +41.2% | 29,132 | +65.3% | 0.02% | -19.2% |
| Q1 2022 | $742,000 | -22.1% | 17,629 | -17.3% | 0.03% | -13.3% |
| Q4 2021 | $952,000 | +85.9% | 21,305 | +69.3% | 0.03% | +20.0% |
| Q3 2021 | $512,000 | -2.1% | 12,581 | +5.6% | 0.02% | +19.0% |
| Q2 2021 | $523,000 | +134.5% | 11,918 | +74.7% | 0.02% | +16.7% |
| Q4 2019 | $223,000 | -42.4% | 6,823 | -47.1% | 0.02% | -45.5% |
| Q3 2019 | $387,000 | +7.8% | 12,892 | +9.9% | 0.03% | +10.0% |
| Q2 2019 | $359,000 | -3.0% | 11,726 | -4.3% | 0.03% | -6.2% |
| Q1 2019 | $370,000 | +73.7% | 12,247 | +51.3% | 0.03% | +52.4% |
| Q4 2018 | $213,000 | -34.7% | 8,097 | -17.4% | 0.02% | -30.0% |
| Q3 2018 | $326,000 | – | 9,807 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |