Watermark Asset Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 212 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Watermark Asset Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2018$15,000
-21.1%
583
+0.5%
0.01%
-12.5%
Q3 2018$19,0000.0%580
+0.5%
0.01%0.0%
Q2 2018$19,000
+11.8%
577
+0.3%
0.01%
+14.3%
Q1 2018$17,0005750.01%
Other shareholders
SPDR SER TR shareholders Q4 2018
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 451,031$20,157,00011.50%
WALLER FINANCIAL PLANNING GROUP, INC 867,200$38,755,0009.71%
Stadion Money Management, LLC 3,183,757$142,282,0007.43%
Peterson Wealth Advisors, LLC 519,180$23,202,0006.69%
Personal Wealth Partners 358,017$16,000,0006.60%
ODonnell Financial Services, LLC 297,390$12,053,0005.57%
Bull Oak Capital, LLC 133,345$5,959,0005.40%
McNamara Financial Services, Inc. 378,563$16,918,0004.42%
Annex Advisory Services, LLC 1,436,560$64,200,0004.40%
Valmark Advisers, Inc. 5,489,792$245,339,0004.23%
View complete list of SPDR SER TR shareholders