SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 119 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $318,000 | 0.0% | 10,620 | +0.5% | 0.01% | -7.7% |
| Q4 2017 | $318,000 | +4.3% | 10,565 | +204.5% | 0.01% | 0.0% |
| Q3 2017 | $305,000 | +6.6% | 3,470 | +1.2% | 0.01% | 0.0% |
| Q2 2017 | $286,000 | +13.5% | 3,430 | +8.2% | 0.01% | 0.0% |
| Q4 2016 | $252,000 | +23.5% | 3,169 | +14.5% | 0.01% | +18.2% |
| Q3 2016 | $204,000 | – | 2,767 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 240,519 | $7,764,000 | 6.29% |
| McNamara Financial Services, Inc. | 351,370 | $11,342,000 | 4.99% |
| Astor Investment Management LLC | 751,488 | $24,258,000 | 4.11% |
| Larson Financial Group LLC | 98,500 | $3,180,000 | 3.66% |
| Barber Financial Group, Inc. | 354,436 | $11,441,000 | 3.32% |
| Winch Advisory Services, LLC | 185,819 | $5,998,000 | 3.23% |
| Annex Advisory Services, LLC | 474,395 | $15,313,000 | 2.61% |
| Financial Enhancement Group LLC | 220,001 | $7,102,000 | 2.45% |
| Allworth Financial LP | 1,234,669 | $39,855,000 | 1.91% |
| Pinnacle Wealth Planning Services, Inc. | 58,281 | $1,881,000 | 1.83% |