SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 236 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $276,000 | -19.8% | 12,659 | +20.1% | 0.05% | -25.0% |
| Q4 2019 | $344,000 | +12.8% | 10,537 | +3.6% | 0.06% | +1.6% |
| Q3 2019 | $305,000 | -8.4% | 10,166 | -6.6% | 0.06% | -10.0% |
| Q2 2019 | $333,000 | +6.1% | 10,882 | +4.8% | 0.07% | +6.1% |
| Q1 2019 | $314,000 | +12.9% | 10,380 | -1.5% | 0.07% | +3.1% |
| Q4 2018 | $278,000 | -11.2% | 10,542 | +12.0% | 0.06% | -7.2% |
| Q3 2018 | $313,000 | +6.8% | 9,415 | +3.7% | 0.07% | -1.4% |
| Q2 2018 | $293,000 | +38.9% | 9,075 | +28.8% | 0.07% | +42.9% |
| Q1 2018 | $211,000 | – | 7,045 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |