SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 236 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $204,687 | +1.3% | 5,270 | +16.6% | 0.01% | -37.5% |
Q4 2021 | $202,000 | -11.4% | 4,520 | -16.2% | 0.01% | -33.3% |
Q1 2021 | $228,000 | -0.4% | 5,394 | -15.7% | 0.01% | -25.0% |
Q4 2020 | $229,000 | -37.3% | 6,397 | -53.4% | 0.02% | -54.3% |
Q2 2020 | $365,000 | +2.0% | 13,737 | -16.2% | 0.04% | -5.4% |
Q1 2020 | $358,000 | -69.9% | 16,392 | -55.0% | 0.04% | -63.0% |
Q4 2019 | $1,189,000 | +8.3% | 36,439 | -0.4% | 0.10% | -2.9% |
Q3 2019 | $1,098,000 | -10.0% | 36,600 | -8.1% | 0.10% | -14.2% |
Q2 2019 | $1,220,000 | -75.4% | 39,817 | -75.8% | 0.12% | -76.9% |
Q1 2019 | $4,967,000 | +18.5% | 164,307 | +3.4% | 0.52% | +3.8% |
Q4 2018 | $4,190,000 | -24.3% | 158,953 | -4.5% | 0.50% | -11.7% |
Q3 2018 | $5,534,000 | +493.8% | 166,480 | +476.7% | 0.57% | +454.9% |
Q2 2018 | $932,000 | – | 28,868 | – | 0.10% | – |
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% |