SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,384 | -5.0% | 444 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,245 | -67.5% | 444 | -63.0% | 0.01% | -52.9% |
| Q2 2021 | $53,000 | +3.9% | 1,200 | 0.0% | 0.02% | +13.3% |
| Q1 2021 | $51,000 | +18.6% | 1,200 | 0.0% | 0.02% | +15.4% |
| Q4 2020 | $43,000 | +30.3% | 1,200 | 0.0% | 0.01% | +18.2% |
| Q3 2020 | $33,000 | +3.1% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $32,000 | +23.1% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | -33.3% | 1,200 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $39,000 | +8.3% | 1,200 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $36,000 | -2.7% | 1,200 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $37,000 | +2.8% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $36,000 | +12.5% | 1,200 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $32,000 | -20.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $40,000 | +2.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $39,000 | +8.3% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $36,000 | +20.0% | 1,200 | +200.0% | 0.01% | +22.2% |
| Q1 2015 | $30,000 | +3.4% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $29,000 | +11.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $26,000 | -7.1% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $28,000 | – | 400 | – | 0.01% | – |
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% |