SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 118 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $431,000 | -36.7% | 19,750 | -5.4% | 0.35% | -21.4% |
| Q4 2019 | $681,000 | +7.8% | 20,877 | -0.9% | 0.44% | -3.9% |
| Q3 2019 | $632,000 | -1.7% | 21,070 | +0.4% | 0.46% | -5.5% |
| Q2 2019 | $643,000 | +4.4% | 20,995 | +3.1% | 0.49% | +1.0% |
| Q1 2019 | $616,000 | +18.0% | 20,373 | +2.8% | 0.48% | +2.3% |
| Q4 2018 | $522,000 | -95.1% | 19,819 | -93.8% | 0.47% | -93.5% |
| Q3 2018 | $10,553,000 | +1887.4% | 317,491 | +1831.7% | 7.31% | +1773.8% |
| Q2 2018 | $531,000 | +335.2% | 16,436 | +301.6% | 0.39% | +323.9% |
| Q1 2018 | $122,000 | +144.0% | 4,093 | +145.1% | 0.09% | +148.6% |
| Q4 2017 | $50,000 | – | 1,670 | – | 0.04% | – |
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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% |