SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465 | -19.7% | 12,600 | -15.4% | 0.00% | 0.0% |
| Q2 2023 | $579 | -53.2% | 14,900 | -55.5% | 0.00% | -50.0% |
| Q4 2022 | $1,238 | -99.8% | 33,500 | +119.0% | 0.00% | +100.0% |
| Q3 2022 | $521,000 | +6.5% | 15,300 | +12.5% | 0.00% | 0.0% |
| Q2 2022 | $489,000 | -26.5% | 13,600 | -13.9% | 0.00% | 0.0% |
| Q1 2022 | $665,000 | +151.9% | 15,800 | +167.8% | 0.00% | – |
| Q4 2021 | $264,000 | -63.1% | 5,900 | -64.9% | 0.00% | -100.0% |
| Q3 2021 | $716,000 | +191.1% | 16,800 | +200.0% | 0.00% | – |
| Q2 2021 | $246,000 | -58.7% | 5,600 | -60.3% | 0.00% | -100.0% |
| Q1 2021 | $596,000 | +189.3% | 14,100 | +127.4% | 0.00% | – |
| Q3 2018 | $206,000 | -82.6% | 6,200 | -83.6% | 0.00% | -100.0% |
| Q2 2018 | $1,181,000 | +156.2% | 37,700 | +144.8% | 0.00% | 0.0% |
| Q1 2018 | $461,000 | +61.2% | 15,400 | +62.1% | 0.00% | – |
| Q4 2017 | $286,000 | – | 9,500 | – | 0.00% | – |
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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% |