SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 211 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $260,000 | -46.2% | 8,667 | -45.0% | 0.20% | -29.3% |
| Q2 2019 | $483,000 | -13.4% | 15,745 | -14.7% | 0.28% | -21.6% |
| Q1 2019 | $558,000 | +20.3% | 18,459 | +5.2% | 0.36% | -8.1% |
| Q4 2018 | $464,000 | -6.1% | 17,541 | +14.7% | 0.39% | -18.5% |
| Q3 2018 | $494,000 | +11.0% | 15,296 | +11.4% | 0.48% | -5.1% |
| Q2 2018 | $445,000 | +19.3% | 13,727 | +10.3% | 0.51% | +11.4% |
| Q1 2018 | $373,000 | – | 12,442 | – | 0.46% | – |
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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% |