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 | $1,312 | -4.3% | 35,562 | +0.7% | 0.45% | +3.0% |
Q2 2023 | $1,371 | +13.1% | 35,299 | +10.0% | 0.44% | +7.7% |
Q1 2023 | $1,212 | +3.7% | 32,100 | +1.5% | 0.40% | -5.2% |
Q4 2022 | $1,169 | -99.9% | 31,622 | -1.7% | 0.43% | +6.2% |
Q3 2022 | $1,096,000 | -8.0% | 32,181 | -2.8% | 0.40% | +3.1% |
Q2 2022 | $1,191,000 | -12.3% | 33,106 | +2.6% | 0.39% | +9.0% |
Q1 2022 | $1,358,000 | +2.6% | 32,268 | +8.9% | 0.36% | +8.5% |
Q4 2021 | $1,324,000 | +8.6% | 29,619 | +3.5% | 0.33% | -0.3% |
Q3 2021 | $1,219,000 | – | 28,619 | – | 0.33% | – |
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% |