SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 27 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,468,000 | +4.8% | 28,197 | -0.2% | 0.02% | 0.0% |
| Q2 2017 | $2,354,000 | +2.7% | 28,266 | +0.6% | 0.02% | 0.0% |
| Q1 2017 | $2,292,000 | -0.1% | 28,107 | -2.4% | 0.02% | -11.8% |
| Q4 2016 | $2,294,000 | +7.0% | 28,809 | -0.7% | 0.02% | 0.0% |
| Q3 2016 | $2,144,000 | +9.9% | 29,018 | +0.0% | 0.02% | +6.2% |
| Q2 2016 | $1,950,000 | +3.6% | 29,017 | +0.8% | 0.02% | -5.9% |
| Q1 2016 | $1,882,000 | +2.1% | 28,774 | +5.2% | 0.02% | 0.0% |
| Q4 2015 | $1,844,000 | +21.7% | 27,348 | +16.7% | 0.02% | +6.2% |
| Q3 2015 | $1,515,000 | +3.8% | 23,425 | +18.7% | 0.02% | +6.7% |
| Q2 2015 | $1,460,000 | +38.7% | 19,734 | +39.0% | 0.02% | +36.4% |
| Q1 2015 | $1,053,000 | +34.8% | 14,200 | +29.7% | 0.01% | +22.2% |
| Q4 2014 | $781,000 | +268.4% | 10,948 | +239.5% | 0.01% | +200.0% |
| Q3 2014 | $212,000 | – | 3,225 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |