SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 154 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $4,184,000 | +6.4% | 128,190 | -2.2% | 0.03% | 0.0% |
Q3 2019 | $3,933,000 | +9.6% | 131,097 | +11.9% | 0.03% | +3.6% |
Q2 2019 | $3,590,000 | +18.3% | 117,147 | +16.7% | 0.03% | +12.0% |
Q1 2019 | $3,034,000 | -31.4% | 100,354 | -40.2% | 0.02% | -41.9% |
Q4 2018 | $4,424,000 | -20.3% | 167,795 | +0.4% | 0.04% | -23.2% |
Q3 2018 | $5,553,000 | +726.3% | 167,058 | +702.5% | 0.06% | +522.2% |
Q2 2018 | $672,000 | -79.9% | 20,816 | -81.4% | 0.01% | -80.4% |
Q1 2018 | $3,348,000 | +824.9% | 111,892 | +831.6% | 0.05% | +820.0% |
Q4 2017 | $362,000 | +130.6% | 12,011 | +570.6% | 0.01% | +150.0% |
Q3 2017 | $157,000 | +96.2% | 1,791 | +86.4% | 0.00% | +100.0% |
Q2 2017 | $80,000 | +19.4% | 961 | +16.5% | 0.00% | 0.0% |
Q1 2017 | $67,000 | +34.0% | 825 | +32.0% | 0.00% | 0.0% |
Q4 2016 | $50,000 | -18.0% | 625 | -24.2% | 0.00% | 0.0% |
Q3 2016 | $61,000 | +10.9% | 825 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $55,000 | – | 825 | – | 0.00% | – |
Download |
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% |