SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,831 | -3.4% | 8,261 | +1.7% | 0.02% | 0.0% |
| Q2 2023 | $315,575 | +1.6% | 8,125 | -1.2% | 0.02% | -4.0% |
| Q1 2023 | $310,659 | +2.2% | 8,225 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $304,078 | +17.0% | 8,225 | +7.9% | 0.02% | +8.7% |
| Q3 2022 | $260,000 | -5.1% | 7,625 | 0.0% | 0.02% | -8.0% |
| Q2 2022 | $274,000 | -14.6% | 7,625 | 0.0% | 0.02% | +4.2% |
| Q1 2022 | $321,000 | +19.3% | 7,625 | +26.6% | 0.02% | +26.3% |
| Q4 2021 | $269,000 | – | 6,025 | – | 0.02% | – |
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% |