SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 236 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,525,000 | +8.5% | 46,727 | -0.2% | 1.14% | -1.2% |
| Q3 2019 | $1,405,000 | +4.2% | 46,825 | +6.3% | 1.16% | +1.6% |
| Q2 2019 | $1,349,000 | +13.5% | 44,038 | +12.0% | 1.14% | +9.4% |
| Q1 2019 | $1,189,000 | +65.4% | 39,336 | +44.1% | 1.04% | +40.9% |
| Q4 2018 | $719,000 | +69.6% | 27,289 | +113.8% | 0.74% | +97.3% |
| Q3 2018 | $424,000 | +12.5% | 12,761 | +9.3% | 0.38% | +1.9% |
| Q2 2018 | $377,000 | +9.6% | 11,675 | +1.4% | 0.37% | +2.2% |
| Q1 2018 | $344,000 | – | 11,510 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 310,740 | $11,466,291 | 10.88% |
| Syntegra Private Wealth Group, LLC | 1,800,694 | $66,445,611 | 10.44% |
| Taylor & Morgan Wealth Management, LLC | 272,824 | $10,067,191 | 9.07% |
| Pachira Investments Inc. | 217,427 | $8,023,048 | 9.01% |
| Pinnacle Wealth Planning Services, Inc. | 1,432,518 | $52,859,896 | 8.71% |
| WALLER FINANCIAL PLANNING GROUP, INC | 801,230 | $29,565,375 | 8.60% |
| Financial Security Advisor, Inc. | 457,335 | $16,875,687 | 7.76% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 306,880 | $11,323,872 | 7.63% |
| Garrett Wealth Advisory Group, LLC | 424,884 | $15,678,264 | 7.14% |
| Wall Capital Group, Inc. | 138,972 | $5,018,279 | 7.13% |