SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 249 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 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 ↓ |
|---|---|---|---|
| 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% |