SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,787,000 | +102.7% | 888,523 | +113.3% | 0.01% | +125.0% |
| Q2 2023 | $16,179,000 | +22.6% | 416,527 | +19.2% | 0.00% | 0.0% |
| Q1 2023 | $13,200,000 | +756.6% | 349,482 | +737.9% | 0.00% | – |
| Q4 2022 | $1,541,000 | +106.8% | 41,707 | +90.6% | 0.00% | – |
| Q3 2022 | $745,000 | -13.1% | 21,884 | -8.2% | 0.00% | – |
| Q2 2022 | $857,000 | -17.0% | 23,834 | -2.9% | 0.00% | – |
| Q1 2022 | $1,032,000 | -68.0% | 24,541 | -66.0% | 0.00% | -100.0% |
| Q4 2021 | $3,225,000 | -39.9% | 72,152 | -42.7% | 0.00% | 0.0% |
| Q3 2021 | $5,366,000 | +21.0% | 125,962 | +24.8% | 0.00% | 0.0% |
| Q2 2021 | $4,433,000 | -39.2% | 100,899 | -41.5% | 0.00% | -50.0% |
| Q1 2021 | $7,295,000 | +666.3% | 172,589 | +548.7% | 0.00% | – |
| Q4 2020 | $952,000 | +626.7% | 26,607 | +454.9% | 0.00% | – |
| Q3 2020 | $131,000 | +14.9% | 4,795 | +11.7% | 0.00% | – |
| Q2 2020 | $114,000 | +35.7% | 4,294 | +12.0% | 0.00% | – |
| Q1 2020 | $84,000 | -98.8% | 3,835 | -98.3% | 0.00% | -100.0% |
| Q4 2019 | $7,277,000 | +352.0% | 223,026 | +315.7% | 0.00% | +200.0% |
| Q3 2019 | $1,610,000 | -5.4% | 53,652 | -3.4% | 0.00% | 0.0% |
| Q2 2019 | $1,702,000 | -1.8% | 55,560 | -3.1% | 0.00% | 0.0% |
| Q1 2019 | $1,734,000 | +23.2% | 57,341 | +7.4% | 0.00% | 0.0% |
| Q4 2018 | $1,407,000 | -3.0% | 53,366 | +22.3% | 0.00% | 0.0% |
| Q3 2018 | $1,451,000 | -44.5% | 43,640 | -46.1% | 0.00% | 0.0% |
| Q2 2018 | $2,613,000 | +260.4% | 80,938 | +234.1% | 0.00% | – |
| Q1 2018 | $725,000 | -56.1% | 24,226 | -55.8% | 0.00% | -100.0% |
| Q4 2017 | $1,650,000 | -6.7% | 54,755 | +170.9% | 0.00% | 0.0% |
| Q3 2017 | $1,768,000 | -15.6% | 20,210 | -19.6% | 0.00% | 0.0% |
| Q2 2017 | $2,095,000 | -34.4% | 25,149 | -35.7% | 0.00% | -50.0% |
| Q1 2017 | $3,192,000 | +4.5% | 39,141 | +2.0% | 0.00% | 0.0% |
| Q4 2016 | $3,056,000 | +254.9% | 38,382 | +229.5% | 0.00% | – |
| Q3 2016 | $861,000 | +24.2% | 11,650 | +13.1% | 0.00% | – |
| Q2 2016 | $693,000 | +15.7% | 10,302 | +12.5% | 0.00% | – |
| Q1 2016 | $599,000 | +33.4% | 9,156 | +37.6% | 0.00% | – |
| Q4 2015 | $449,000 | +19.7% | 6,655 | +14.7% | 0.00% | – |
| Q3 2015 | $375,000 | -11.1% | 5,802 | +1.8% | 0.00% | – |
| Q2 2015 | $422,000 | +6933.3% | 5,702 | +6608.2% | 0.00% | – |
| Q1 2015 | $6,000 | -99.8% | 85 | -99.8% | 0.00% | -100.0% |
| Q4 2014 | $3,033,000 | +13.8% | 42,512 | +4.7% | 0.00% | 0.0% |
| Q3 2014 | $2,666,000 | +487.2% | 40,603 | +534.9% | 0.00% | – |
| Q2 2014 | $454,000 | -23.6% | 6,395 | -24.9% | 0.00% | – |
| Q1 2014 | $594,000 | – | 8,520 | – | 0.00% | – |
Download | ||||||
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% |