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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $264,114 | -23.0% | 6,993 | -24.7% | 0.01% | -30.8% |
| Q4 2022 | $343,162 | -67.3% | 9,282 | -68.1% | 0.01% | -38.1% |
| Q2 2022 | $1,048,000 | +41.2% | 29,132 | +65.3% | 0.02% | -19.2% |
| Q1 2022 | $742,000 | -22.1% | 17,629 | -17.3% | 0.03% | -13.3% |
| Q4 2021 | $952,000 | +85.9% | 21,305 | +69.3% | 0.03% | +20.0% |
| Q3 2021 | $512,000 | -2.1% | 12,581 | +5.6% | 0.02% | +19.0% |
| Q2 2021 | $523,000 | +134.5% | 11,918 | +74.7% | 0.02% | +16.7% |
| Q4 2019 | $223,000 | -42.4% | 6,823 | -47.1% | 0.02% | -45.5% |
| Q3 2019 | $387,000 | +7.8% | 12,892 | +9.9% | 0.03% | +10.0% |
| Q2 2019 | $359,000 | -3.0% | 11,726 | -4.3% | 0.03% | -6.2% |
| Q1 2019 | $370,000 | +73.7% | 12,247 | +51.3% | 0.03% | +52.4% |
| Q4 2018 | $213,000 | -34.7% | 8,097 | -17.4% | 0.02% | -30.0% |
| Q3 2018 | $326,000 | – | 9,807 | – | 0.03% | – |
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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% |