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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |