SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 236 filers reported holding SPDR SER TR in Q1 2020. 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 ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |