SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 33 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 310,740 | $11,466,291 | 10.88% |
| Syntegra Private Wealth Group, LLC | 1,800,694 | $66,445,611 | 10.44% |
| Taylor & Morgan Wealth Management, LLC | 272,824 | $10,067,191 | 9.07% |
| Pachira Investments Inc. | 217,427 | $8,023,048 | 9.01% |
| Pinnacle Wealth Planning Services, Inc. | 1,432,518 | $52,859,896 | 8.71% |
| WALLER FINANCIAL PLANNING GROUP, INC | 801,230 | $29,565,375 | 8.60% |
| Financial Security Advisor, Inc. | 457,335 | $16,875,687 | 7.76% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 306,880 | $11,323,872 | 7.63% |
| Garrett Wealth Advisory Group, LLC | 424,884 | $15,678,264 | 7.14% |
| Wall Capital Group, Inc. | 138,972 | $5,018,279 | 7.13% |