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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $299,000 | -16.7% | 9,396 | -22.4% | 0.26% | -19.2% |
| Q3 2019 | $359,000 | -3.5% | 12,102 | -0.3% | 0.32% | -2.8% |
| Q2 2019 | $372,000 | +22.0% | 12,137 | +20.7% | 0.33% | +86.9% |
| Q1 2019 | $305,000 | +28.2% | 10,052 | +10.2% | 0.18% | +9.4% |
| Q4 2018 | $238,000 | -11.2% | 9,124 | +12.9% | 0.16% | +22.1% |
| Q3 2018 | $268,000 | +24.7% | 8,084 | +21.6% | 0.13% | +20.2% |
| Q2 2018 | $215,000 | +115.0% | 6,646 | +96.9% | 0.11% | +105.7% |
| Q1 2018 | $100,000 | +156.4% | 3,375 | +155.1% | 0.05% | +152.4% |
| Q4 2017 | $39,000 | – | 1,323 | – | 0.02% | – |
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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% |