SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 27 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $122,790 | -18.8% | 3,251 | -20.5% | 0.00% | -40.0% |
| Q4 2022 | $151,170 | -45.4% | 4,089 | -37.2% | 0.01% | -44.4% |
| Q3 2021 | $277,000 | +47.3% | 6,513 | +52.1% | 0.01% | +50.0% |
| Q2 2021 | $188,000 | +49.2% | 4,282 | +21.3% | 0.01% | +20.0% |
| Q4 2020 | $126,000 | -79.1% | 3,530 | -84.0% | 0.01% | -82.1% |
| Q3 2020 | $603,000 | +28.0% | 22,020 | +24.3% | 0.03% | +7.7% |
| Q2 2020 | $471,000 | +87.6% | 17,713 | +54.3% | 0.03% | +62.5% |
| Q1 2020 | $251,000 | -53.5% | 11,482 | -30.6% | 0.02% | -42.9% |
| Q4 2019 | $540,000 | +35.7% | 16,547 | +27.4% | 0.03% | +16.7% |
| Q3 2019 | $398,000 | 0.0% | 12,989 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $398,000 | +25.9% | 12,989 | +24.2% | 0.02% | +9.1% |
| Q1 2019 | $316,000 | +16.6% | 10,458 | +1.9% | 0.02% | -8.3% |
| Q4 2018 | $271,000 | -83.5% | 10,265 | -79.3% | 0.02% | -80.0% |
| Q3 2018 | $1,646,000 | -3.9% | 49,492 | -4.2% | 0.12% | -7.7% |
| Q2 2018 | $1,712,000 | +28.3% | 51,651 | +15.9% | 0.13% | +21.5% |
| Q1 2018 | $1,334,000 | +10.4% | 44,576 | +11.3% | 0.11% | +1.9% |
| Q4 2017 | $1,208,000 | +19.2% | 40,051 | +246.0% | 0.10% | -9.5% |
| Q3 2017 | $1,013,000 | +4.8% | 11,574 | -0.3% | 0.12% | -7.9% |
| Q2 2017 | $967,000 | +59.3% | 11,607 | +55.9% | 0.13% | +43.2% |
| Q1 2017 | $607,000 | +12.6% | 7,446 | +2.1% | 0.09% | -12.9% |
| Q3 2016 | $539,000 | +10.0% | 7,291 | 0.0% | 0.10% | -9.0% |
| Q2 2016 | $490,000 | – | 7,291 | – | 0.11% | – |
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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% |