SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 310,740 | $11,466,291 | 10.88% |
| Syntegra Private Wealth Group, LLC | 1,800,694 | $66,445,611 | 10.44% |
| Taylor & Morgan Wealth Management, LLC | 272,824 | $10,067,191 | 9.07% |
| Pachira Investments Inc. | 217,427 | $8,023,048 | 9.01% |
| Pinnacle Wealth Planning Services, Inc. | 1,432,518 | $52,859,896 | 8.71% |
| WALLER FINANCIAL PLANNING GROUP, INC | 801,230 | $29,565,375 | 8.60% |
| Financial Security Advisor, Inc. | 457,335 | $16,875,687 | 7.76% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 306,880 | $11,323,872 | 7.63% |
| Garrett Wealth Advisory Group, LLC | 424,884 | $15,678,264 | 7.14% |
| Wall Capital Group, Inc. | 138,972 | $5,018,279 | 7.13% |