SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 185 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,534,000 | -0.8% | 51,138 | +1.3% | 1.11% | -1.2% |
| Q2 2019 | $1,547,000 | +9.7% | 50,485 | +8.2% | 1.12% | +2.6% |
| Q1 2019 | $1,410,000 | +14.5% | 46,653 | -0.1% | 1.10% | -1.1% |
| Q4 2018 | $1,231,000 | +28.4% | 46,693 | +61.8% | 1.11% | +15.2% |
| Q3 2018 | $959,000 | +5.8% | 28,854 | +2.8% | 0.96% | -16.3% |
| Q2 2018 | $906,000 | – | 28,062 | – | 1.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |