SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,127,000 | +48.2% | 181,844 | +41.3% | 1.58% | +38.6% |
| Q3 2021 | $5,484,000 | -13.5% | 128,735 | -10.8% | 1.14% | -12.4% |
| Q2 2021 | $6,343,000 | -7.3% | 144,345 | -10.8% | 1.30% | -13.6% |
| Q1 2021 | $6,843,000 | +10.1% | 161,881 | -6.8% | 1.50% | +14.0% |
| Q4 2020 | $6,217,000 | +8.3% | 173,652 | -17.2% | 1.32% | -25.9% |
| Q3 2020 | $5,743,000 | +70.7% | 209,748 | +65.7% | 1.78% | +82.4% |
| Q2 2020 | $3,364,000 | +23.3% | 126,595 | +1.3% | 0.98% | -44.0% |
| Q1 2020 | $2,729,000 | -72.9% | 124,962 | -59.6% | 1.74% | -12.6% |
| Q4 2019 | $10,085,000 | +3.8% | 309,084 | -4.5% | 1.99% | -19.0% |
| Q3 2019 | $9,713,000 | -60.7% | 323,753 | -59.9% | 2.46% | +39.0% |
| Q2 2019 | $24,722,000 | +1.7% | 806,852 | +0.4% | 1.77% | -31.9% |
| Q1 2019 | $24,302,000 | – | 803,890 | – | 2.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |