SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,863,108 | -6.4% | 77,591 | -1.5% | 0.00% | 0.0% |
| Q2 2023 | $3,059,931 | -7.1% | 78,783 | -9.7% | 0.00% | 0.0% |
| Q1 2023 | $3,293,657 | -6.1% | 87,203 | -8.1% | 0.00% | 0.0% |
| Q4 2022 | $3,509,082 | +1.0% | 94,917 | -7.0% | 0.00% | 0.0% |
| Q3 2022 | $3,475,000 | -3.4% | 102,032 | +2.0% | 0.00% | 0.0% |
| Q2 2022 | $3,599,000 | -0.2% | 100,030 | +16.7% | 0.00% | 0.0% |
| Q1 2022 | $3,606,000 | +268.3% | 85,723 | +291.1% | 0.00% | – |
| Q4 2021 | $979,000 | +850.5% | 21,916 | +547.3% | 0.00% | – |
| Q2 2019 | $103,000 | – | 3,386 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |