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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $295,000 | -5.8% | 9,042 | -13.2% | 0.05% | -13.1% |
| Q3 2019 | $313,000 | +5.0% | 10,420 | +7.2% | 0.06% | +5.2% |
| Q2 2019 | $298,000 | -32.4% | 9,718 | -33.4% | 0.06% | -35.6% |
| Q1 2019 | $441,000 | -32.4% | 14,592 | -41.0% | 0.09% | -37.1% |
| Q4 2018 | $652,000 | -54.3% | 24,726 | -42.3% | 0.14% | -52.3% |
| Q3 2018 | $1,426,000 | +33.9% | 42,887 | +30.0% | 0.30% | -7.1% |
| Q2 2018 | $1,065,000 | +105.6% | 32,998 | +90.8% | 0.32% | +183.3% |
| Q1 2018 | $518,000 | – | 17,297 | – | 0.11% | – |
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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% |