SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 156 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 2023 | $215,793 | -99.9% | 5,116 | -99.9% | 0.00% | -100.0% |
| 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 ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 231,845 | $6,937,000 | 5.73% |
| McNamara Financial Services, Inc. | 361,397 | $10,813,000 | 4.93% |
| Boston Standard Wealth Management, LLC | 221,157 | $6,617,000,000 | 4.14% |
| Larson Financial Group LLC | 101,712 | $3,043,000 | 3.57% |
| Barber Financial Group, Inc. | 358,552 | $10,728,000 | 2.85% |
| Winch Advisory Services, LLC | 120,622 | $3,609,000 | 2.11% |
| Financial Enhancement Group LLC | 192,166 | $5,750,000 | 2.03% |
| RFG Advisory, LLC | 160,201 | $4,793,000 | 1.78% |
| Annex Advisory Services, LLC | 323,015 | $9,665,000 | 1.76% |
| Pinnacle Wealth Planning Services, Inc. | 52,761 | $1,579,000 | 1.62% |