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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,687 | +1.3% | 5,270 | +16.6% | 0.01% | -37.5% |
| Q4 2021 | $202,000 | -11.4% | 4,520 | -16.2% | 0.01% | -33.3% |
| Q1 2021 | $228,000 | -0.4% | 5,394 | -15.7% | 0.01% | -25.0% |
| Q4 2020 | $229,000 | -37.3% | 6,397 | -53.4% | 0.02% | -54.3% |
| Q2 2020 | $365,000 | +2.0% | 13,737 | -16.2% | 0.04% | -5.4% |
| Q1 2020 | $358,000 | -69.9% | 16,392 | -55.0% | 0.04% | -63.0% |
| Q4 2019 | $1,189,000 | +8.3% | 36,439 | -0.4% | 0.10% | -2.9% |
| Q3 2019 | $1,098,000 | -10.0% | 36,600 | -8.1% | 0.10% | -14.2% |
| Q2 2019 | $1,220,000 | -75.4% | 39,817 | -75.8% | 0.12% | -76.9% |
| Q1 2019 | $4,967,000 | +18.5% | 164,307 | +3.4% | 0.52% | +3.8% |
| Q4 2018 | $4,190,000 | -24.3% | 158,953 | -4.5% | 0.50% | -11.7% |
| Q3 2018 | $5,534,000 | +493.8% | 166,480 | +476.7% | 0.57% | +454.9% |
| Q2 2018 | $932,000 | – | 28,868 | – | 0.10% | – |
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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% |