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 2019 | $465,000 | +8.6% | 14,256 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $428,000 | -37.1% | 14,256 | -35.8% | 0.05% | -36.7% |
| Q2 2019 | $680,000 | +72.6% | 22,205 | +70.5% | 0.08% | +68.1% |
| Q1 2019 | $394,000 | +14.9% | 13,025 | 0.0% | 0.05% | +9.3% |
| Q4 2018 | $343,000 | +58.8% | 13,025 | +402.5% | 0.04% | +22.9% |
| Q2 2017 | $216,000 | +2.4% | 2,592 | 0.0% | 0.04% | -2.8% |
| Q1 2017 | $211,000 | +2.4% | 2,592 | 0.0% | 0.04% | +2.9% |
| Q4 2016 | $206,000 | – | 2,592 | – | 0.04% | – |
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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% |