SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |