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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $448,000 | -75.7% | 14,630 | -76.0% | 0.07% | -82.9% |
| Q1 2019 | $1,842,000 | +102.9% | 60,943 | +77.0% | 0.42% | +59.4% |
| Q4 2018 | $908,000 | -19.0% | 34,440 | +2.1% | 0.26% | -10.9% |
| Q3 2018 | $1,121,000 | +7.8% | 33,719 | +4.7% | 0.29% | +1.0% |
| Q2 2018 | $1,040,000 | -6.1% | 32,205 | -13.1% | 0.29% | +56.8% |
| Q1 2018 | $1,108,000 | – | 37,039 | – | 0.18% | – |
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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% |