SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |