SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 261 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $36,879 | -3.5% | 888 | 0.0% | 0.00% | -33.3% |
| Q1 2024 | $38,220 | +1959.3% | 888 | +1918.2% | 0.00% | – |
| Q4 2023 | $1,856 | -95.4% | 44 | -95.8% | 0.00% | -100.0% |
| Q2 2023 | $40,786 | +1939.3% | 1,050 | +1515.4% | 0.00% | +300.0% |
| Q3 2020 | $2,000 | -66.7% | 65 | -63.3% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | +20.0% | 177 | -1.7% | 0.00% | -50.0% |
| Q3 2019 | $5,000 | +66.7% | 180 | +62.2% | 0.00% | +100.0% |
| Q2 2019 | $3,000 | -40.0% | 111 | -27.0% | 0.00% | -50.0% |
| Q1 2019 | $5,000 | -54.5% | 152 | -62.8% | 0.00% | -66.7% |
| Q4 2018 | $11,000 | -38.9% | 409 | -24.4% | 0.01% | -33.3% |
| Q3 2018 | $18,000 | – | 541 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 495,999 | $15,336,000 | 8.12% |
| Peterson Wealth Advisors, LLC | 349,573 | $10,487,000 | 6.42% |
| S. R. Schill & Associates | 369,606 | $11,088,000 | 6.17% |
| Annex Advisory Services, LLC | 1,192,851 | $35,785,000 | 4.81% |
| McNamara Financial Services, Inc. | 372,283 | $11,407,000 | 4.63% |
| Advisory Alpha, LLC | 531,872 | $15,498,743,000 | 4.59% |
| Boston Standard Wealth Management, LLC | 270,314 | $8,109,000,000 | 3.91% |
| Wealthcare Advisory Partners LLC | 751,912 | $22,557,000 | 3.27% |
| Larson Financial Group LLC | 159,139 | $4,774,000 | 3.12% |
| Valtinson Bruner Financial Planning LLC | 116,606 | $3,475,000 | 2.83% |