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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $265,000 | -0.7% | 8,850 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $267,000 | +3.5% | 8,850 | +200.0% | 0.04% | -2.5% |
| Q3 2017 | $258,000 | +4.9% | 2,950 | 0.0% | 0.04% | -2.4% |
| Q2 2017 | $246,000 | +2.1% | 2,950 | 0.0% | 0.04% | -8.9% |
| Q1 2017 | $241,000 | +2.6% | 2,950 | 0.0% | 0.04% | -2.2% |
| Q4 2016 | $235,000 | +7.8% | 2,950 | 0.0% | 0.05% | +2.2% |
| Q3 2016 | $218,000 | – | 2,950 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |