SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 154 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $165,539,000 | +5.8% | 5,073,226 | -2.8% | 0.24% | -2.1% |
| Q3 2019 | $156,528,000 | -4.1% | 5,217,613 | -2.0% | 0.24% | -7.7% |
| Q2 2019 | $163,159,000 | -0.3% | 5,325,061 | -1.6% | 0.26% | -5.8% |
| Q1 2019 | $163,577,000 | +112.8% | 5,411,068 | +85.6% | 0.28% | +89.0% |
| Q4 2018 | $76,862,000 | -48.5% | 2,915,887 | -35.0% | 0.15% | -43.4% |
| Q3 2018 | $149,201,000 | +1.1% | 4,488,579 | -1.8% | 0.26% | -4.4% |
| Q2 2018 | $147,550,000 | -0.4% | 4,570,960 | -7.7% | 0.27% | -43.8% |
| Q1 2018 | $148,112,000 | -1.8% | 4,950,246 | -1.0% | 0.48% | -11.4% |
| Q4 2017 | $150,751,000 | – | 5,000,072 | – | 0.54% | – |
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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% |