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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $9,012,000 | +17.8% | 339,195 | -3.1% | 5.25% | +2.4% |
| Q1 2020 | $7,648,000 | -36.8% | 350,171 | -5.6% | 5.12% | -22.0% |
| Q4 2019 | $12,104,000 | +9.2% | 370,943 | +0.4% | 6.57% | +6.5% |
| Q3 2019 | $11,088,000 | +19.5% | 369,606 | +22.0% | 6.17% | +7.4% |
| Q2 2019 | $9,281,000 | +142.6% | 302,902 | +139.3% | 5.74% | +148.8% |
| Q1 2019 | $3,826,000 | +391.8% | 126,575 | +328.7% | 2.31% | +321.8% |
| Q4 2018 | $778,000 | -30.1% | 29,523 | -11.8% | 0.55% | -20.0% |
| Q3 2018 | $1,113,000 | +22.2% | 33,473 | +18.6% | 0.68% | +22.6% |
| Q2 2018 | $911,000 | +21.0% | 28,215 | +12.1% | 0.56% | +19.7% |
| Q1 2018 | $753,000 | – | 25,168 | – | 0.47% | – |
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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% |