SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,571 | -12.8% | 10,232 | -8.2% | 0.02% | -6.2% |
| Q2 2023 | $433,110 | +62.8% | 11,151 | +43.0% | 0.02% | +14.3% |
| Q3 2022 | $266,000 | -8.3% | 7,797 | -3.4% | 0.01% | -26.3% |
| Q2 2022 | $290,000 | -12.9% | 8,069 | +2.0% | 0.02% | 0.0% |
| Q1 2022 | $333,000 | -12.8% | 7,911 | -7.5% | 0.02% | -5.0% |
| Q4 2021 | $382,000 | -5.9% | 8,557 | -10.2% | 0.02% | -16.7% |
| Q3 2021 | $406,000 | +19.8% | 9,531 | +23.4% | 0.02% | +20.0% |
| Q2 2021 | $339,000 | +52.0% | 7,721 | +46.1% | 0.02% | +33.3% |
| Q1 2021 | $223,000 | -71.2% | 5,285 | -79.1% | 0.02% | -85.1% |
| Q2 2019 | $774,000 | +4.2% | 25,257 | +2.7% | 0.10% | -8.2% |
| Q1 2019 | $743,000 | -68.8% | 24,588 | -72.8% | 0.11% | -76.5% |
| Q4 2018 | $2,380,000 | – | 90,294 | – | 0.47% | – |
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% |