SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $352,240 | +1501.1% | 9,069 | +1637.4% | 0.07% | +957.1% |
| Q1 2022 | $22,000 | -4.3% | 522 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | +4.5% | 522 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $22,000 | -4.3% | 522 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 522 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $22,000 | +15.8% | 522 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $19,000 | +35.7% | 522 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $14,000 | 0.0% | 522 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $14,000 | +27.3% | 522 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $11,000 | -35.3% | 522 | 0.0% | 0.01% | -30.0% |
| Q4 2019 | $17,000 | +6.2% | 522 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 522 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 522 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 522 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 522 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $16,000 | 0.0% | 522 | +6.3% | 0.01% | -8.3% |
| Q2 2018 | $16,000 | -42.9% | 491 | -46.7% | 0.01% | -42.9% |
| Q1 2018 | $28,000 | – | 921 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |