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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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% |