SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 207 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,468,902 | +74381.7% | 105,948 | +49408.4% | 1.71% | +171100.0% |
| Q3 2019 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -100.0% | 214 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $27,480,000 | +13.3% | 826,737 | +10.0% | 4.23% | +2.9% |
| Q2 2018 | $24,258,000 | – | 751,488 | – | 4.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 231,845 | $6,937,000 | 5.73% |
| McNamara Financial Services, Inc. | 361,397 | $10,813,000 | 4.93% |
| Boston Standard Wealth Management, LLC | 221,157 | $6,617,000,000 | 4.14% |
| Larson Financial Group LLC | 101,712 | $3,043,000 | 3.57% |
| Barber Financial Group, Inc. | 358,552 | $10,728,000 | 2.85% |
| Winch Advisory Services, LLC | 120,622 | $3,609,000 | 2.11% |
| Financial Enhancement Group LLC | 192,166 | $5,750,000 | 2.03% |
| RFG Advisory, LLC | 160,201 | $4,793,000 | 1.78% |
| Annex Advisory Services, LLC | 323,015 | $9,665,000 | 1.76% |
| Pinnacle Wealth Planning Services, Inc. | 52,761 | $1,579,000 | 1.62% |