SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 24 filers reported holding SPDR SER TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $35,000 | -5.4% | 434 | -12.3% | 0.00% | 0.0% |
| Q3 2016 | $37,000 | +12.1% | 495 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $33,000 | -10.8% | 495 | -12.1% | 0.00% | -50.0% |
| Q1 2016 | $37,000 | -9.8% | 563 | -8.2% | 0.00% | 0.0% |
| Q4 2015 | $41,000 | +583.3% | 613 | +525.5% | 0.00% | – |
| Q3 2015 | $6,000 | -60.0% | 98 | -50.5% | 0.00% | -100.0% |
| Q2 2015 | $15,000 | -11.8% | 198 | -11.2% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | +41.7% | 223 | +32.7% | 0.00% | 0.0% |
| Q4 2014 | $12,000 | +9.1% | 168 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $11,000 | -8.3% | 168 | 0.0% | 0.00% | -50.0% |
| Q2 2014 | $12,000 | -45.5% | 168 | -45.8% | 0.00% | 0.0% |
| Q1 2014 | $22,000 | – | 310 | – | 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% |