SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $25,223,934 | -6.6% | 683,575 | -1.7% | 0.02% | -4.5% |
Q2 2023 | $27,018,403 | +27.8% | 695,633 | +24.3% | 0.02% | +22.2% |
Q1 2023 | $21,141,974 | +5.9% | 559,756 | +3.7% | 0.02% | 0.0% |
Q4 2022 | $19,964,790 | +15.8% | 540,026 | +6.7% | 0.02% | +5.9% |
Q3 2022 | $17,240,000 | -2.3% | 506,164 | +3.2% | 0.02% | 0.0% |
Q2 2022 | $17,647,000 | +0.9% | 490,469 | +18.0% | 0.02% | +13.3% |
Q1 2022 | $17,483,000 | +12.6% | 415,579 | +19.6% | 0.02% | +15.4% |
Q4 2021 | $15,527,000 | +10.8% | 347,446 | +5.6% | 0.01% | 0.0% |
Q3 2021 | $14,016,000 | -40.2% | 329,007 | -38.4% | 0.01% | -38.1% |
Q2 2021 | $23,450,000 | +2.9% | 533,680 | -1.0% | 0.02% | -8.7% |
Q1 2021 | $22,785,000 | +9.8% | 539,046 | -7.0% | 0.02% | 0.0% |
Q4 2020 | $20,751,000 | +36.7% | 579,642 | +4.5% | 0.02% | +21.1% |
Q3 2020 | $15,180,000 | +5.3% | 554,423 | +2.2% | 0.02% | 0.0% |
Q2 2020 | $14,413,000 | +65.2% | 542,471 | +35.8% | 0.02% | +35.7% |
Q1 2020 | $8,727,000 | +2474.3% | 399,577 | +3743.9% | 0.01% | – |
Q4 2019 | $339,000 | +22.8% | 10,395 | +13.1% | 0.00% | – |
Q3 2019 | $276,000 | -3.8% | 9,195 | -2.0% | 0.00% | – |
Q2 2019 | $287,000 | +12.1% | 9,382 | +10.7% | 0.00% | – |
Q1 2019 | $256,000 | -84.8% | 8,473 | -86.7% | 0.00% | -100.0% |
Q4 2018 | $1,683,000 | -49.9% | 63,839 | -36.9% | 0.00% | -40.0% |
Q3 2018 | $3,362,000 | +44.2% | 101,132 | +40.0% | 0.01% | +25.0% |
Q2 2018 | $2,332,000 | +11.5% | 72,256 | +3.4% | 0.00% | 0.0% |
Q1 2018 | $2,091,000 | +9.9% | 69,880 | +10.8% | 0.00% | +33.3% |
Q4 2017 | $1,902,000 | +25.7% | 63,093 | +265.1% | 0.00% | 0.0% |
Q3 2017 | $1,513,000 | +32.0% | 17,282 | +25.6% | 0.00% | +50.0% |
Q2 2017 | $1,146,000 | +12.7% | 13,763 | +10.4% | 0.00% | 0.0% |
Q1 2017 | $1,017,000 | -17.7% | 12,467 | -19.7% | 0.00% | -33.3% |
Q4 2016 | $1,236,000 | – | 15,520 | – | 0.00% | – |
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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% |