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 | $9,000 | +12.5% | 280 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -74.2% | 279 | -72.8% | 0.00% | -75.0% |
| Q2 2019 | $31,000 | +287.5% | 1,027 | +272.1% | 0.02% | +300.0% |
| Q1 2019 | $8,000 | +14.3% | 276 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -99.9% | 275 | -99.9% | 0.00% | -99.9% |
| Q3 2018 | $6,265,000 | +4.5% | 188,485 | +1.4% | 3.15% | -2.6% |
| Q2 2018 | $5,998,000 | +66.2% | 185,819 | +54.1% | 3.23% | +52.9% |
| Q1 2018 | $3,609,000 | – | 120,622 | – | 2.11% | – |
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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% |