SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 118 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,000 | -33.3% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | +50.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 57 | +1.8% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | +100.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | -97.3% | 56 | -96.7% | 0.00% | -96.6% |
| Q1 2020 | $37,000 | +1750.0% | 1,706 | +2946.4% | 0.03% | +2800.0% |
| Q4 2019 | $2,000 | -99.2% | 56 | -99.3% | 0.00% | -99.4% |
| Q3 2019 | $257,000 | +12750.0% | 8,577 | +15494.5% | 0.17% | +16900.0% |
| Q2 2019 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | – | 55 | +2650.0% | 0.00% | – |
| Q4 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $445,000 | – | 14,745 | – | 0.32% | – |
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% |