SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 19 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $5,801,000 | -1.4% | 72,864 | -8.5% | 0.88% | -5.3% |
| Q3 2016 | $5,886,000 | +7.7% | 79,669 | -2.1% | 0.93% | -12.2% |
| Q2 2016 | $5,467,000 | +2.1% | 81,343 | -0.6% | 1.06% | +169.1% |
| Q1 2016 | $5,354,000 | -4.8% | 81,844 | -1.8% | 0.40% | -27.8% |
| Q4 2015 | $5,621,000 | +4.4% | 83,378 | +0.1% | 0.55% | +29.0% |
| Q3 2015 | $5,386,000 | -9.0% | 83,291 | +4.1% | 0.42% | -12.2% |
| Q2 2015 | $5,919,000 | +1.1% | 80,011 | +1.3% | 0.48% | -46.3% |
| Q1 2015 | $5,854,000 | +4.3% | 78,985 | +0.4% | 0.90% | +59.3% |
| Q4 2014 | $5,611,000 | -9.6% | 78,638 | -16.8% | 0.56% | +4.4% |
| Q3 2014 | $6,208,000 | -21.8% | 94,562 | -15.5% | 0.54% | -33.7% |
| Q2 2014 | $7,940,000 | +1.6% | 111,919 | -0.1% | 0.82% | +1.9% |
| Q1 2014 | $7,815,000 | +127.4% | 112,068 | +125.8% | 0.80% | +108.6% |
| Q4 2013 | $3,436,000 | – | 49,629 | – | 0.38% | – |
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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% |