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 2022 | $44,000 | -15.4% | 1,235 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $52,000 | -5.5% | 1,235 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $55,000 | -23.6% | 1,235 | -26.3% | 0.01% | -22.2% |
| Q3 2021 | $72,000 | +4.3% | 1,676 | +7.1% | 0.01% | -10.0% |
| Q2 2021 | $69,000 | +392.9% | 1,565 | +374.2% | 0.01% | +233.3% |
| Q1 2021 | $14,000 | -75.0% | 330 | -78.9% | 0.00% | -72.7% |
| Q4 2020 | $56,000 | +273.3% | 1,565 | +184.0% | 0.01% | +266.7% |
| Q3 2020 | $15,000 | +66.7% | 551 | +67.0% | 0.00% | +50.0% |
| Q2 2020 | $9,000 | -64.0% | 330 | -55.9% | 0.00% | -77.8% |
| Q1 2019 | $25,000 | -60.3% | 748 | -69.1% | 0.01% | -65.4% |
| Q4 2018 | $63,000 | +152.0% | 2,417 | +223.1% | 0.03% | +188.9% |
| Q3 2018 | $25,000 | – | 748 | – | 0.01% | – |
Download | ||||||
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% |