SPDR SER TR's ticker is QUS and the CUSIP is 78468R812. A total of 35 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $545,000 | +39.7% | 5,217 | +26.5% | 0.04% | +17.6% |
| Q3 2020 | $390,000 | +6.0% | 4,125 | -0.9% | 0.03% | -5.6% |
| Q2 2020 | $368,000 | +72.0% | 4,162 | +48.4% | 0.04% | +24.1% |
| Q1 2020 | $214,000 | -8.5% | 2,804 | +13.6% | 0.03% | +16.0% |
| Q4 2019 | $234,000 | -82.5% | 2,468 | -84.1% | 0.02% | -85.6% |
| Q2 2019 | $1,337,000 | +6.5% | 15,519 | +2.8% | 0.17% | -6.5% |
| Q1 2019 | $1,255,000 | +22.1% | 15,099 | +7.1% | 0.19% | -8.4% |
| Q4 2018 | $1,028,000 | -14.4% | 14,099 | -2.0% | 0.20% | +11.5% |
| Q3 2018 | $1,201,000 | +314.1% | 14,382 | +285.7% | 0.18% | +175.8% |
| Q2 2018 | $290,000 | +36.2% | 3,729 | +33.8% | 0.07% | +22.2% |
| Q1 2018 | $213,000 | – | 2,787 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 208,139 | $19,709,000 | 11.21% |
| Financial Insights, Inc. | 106,952 | $10,127,000 | 8.88% |
| Continuum Advisory, LLC | 77,364 | $7,326,000 | 4.26% |
| SFMG, LLC | 353,331 | $33,457,000 | 4.09% |
| Jackson Wealth Management, LLC | 196,696 | $19,070,000 | 3.16% |
| Outlook Wealth Advisors, LLC | 52,322 | $4,955,000 | 2.79% |
| American Money Management, LLC | 51,107 | $4,839,000 | 2.26% |
| STRINGER ASSET MANAGEMENT, LLC | 21,853 | $2,069,000 | 2.25% |
| SENTINEL PENSION ADVISORS INC | 32,069 | $3,037,000 | 1.97% |
| Brinker Capital Investments, LLC | 475,160 | $44,993,000 | 1.50% |