SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,957 | +8.1% | 80,139 | +13.8% | 0.01% | +10.0% |
Q2 2023 | $2,735 | +572.0% | 70,406 | +553.4% | 0.01% | +400.0% |
Q1 2023 | $407 | +12.1% | 10,776 | +9.9% | 0.00% | +100.0% |
Q4 2022 | $363 | -99.9% | 9,808 | +7.4% | 0.00% | 0.0% |
Q3 2022 | $311,000 | -13.4% | 9,135 | -7.0% | 0.00% | -50.0% |
Q2 2022 | $359,000 | -11.1% | 9,820 | +2.2% | 0.00% | 0.0% |
Q1 2022 | $404,000 | +53.0% | 9,606 | +62.9% | 0.00% | +100.0% |
Q4 2021 | $264,000 | -45.2% | 5,897 | -60.1% | 0.00% | -66.7% |
Q4 2019 | $482,000 | +39.7% | 14,765 | +28.4% | 0.00% | 0.0% |
Q3 2019 | $345,000 | -3.6% | 11,502 | -1.5% | 0.00% | 0.0% |
Q2 2019 | $358,000 | +1.1% | 11,674 | -0.3% | 0.00% | 0.0% |
Q1 2019 | $354,000 | +14.6% | 11,713 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $309,000 | -19.9% | 11,713 | +0.8% | 0.00% | 0.0% |
Q3 2018 | $386,000 | +1.8% | 11,620 | -1.1% | 0.00% | -25.0% |
Q2 2018 | $379,000 | +14.2% | 11,755 | +6.0% | 0.00% | +33.3% |
Q1 2018 | $332,000 | +8.5% | 11,094 | +9.4% | 0.00% | 0.0% |
Q4 2017 | $306,000 | +14.2% | 10,145 | +231.4% | 0.00% | 0.0% |
Q3 2017 | $268,000 | +5.9% | 3,061 | +1.0% | 0.00% | 0.0% |
Q2 2017 | $253,000 | -2.3% | 3,032 | -4.5% | 0.00% | 0.0% |
Q1 2017 | $259,000 | +12.6% | 3,174 | +9.8% | 0.00% | 0.0% |
Q4 2016 | $230,000 | – | 2,892 | – | 0.00% | – |
Download |
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% |