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 | $14,546,405 | -43.3% | 394,214 | -40.4% | 0.02% | -42.4% |
| Q2 2023 | $25,675,340 | +229.5% | 661,054 | +220.4% | 0.03% | +200.0% |
| Q1 2023 | $7,791,686 | +14.1% | 206,293 | +11.7% | 0.01% | +10.0% |
| Q4 2022 | $6,830,117 | +1059.6% | 184,744 | +966.7% | 0.01% | +900.0% |
| Q3 2022 | $589,000 | +6.3% | 17,320 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $554,000 | -6.7% | 15,405 | +9.1% | 0.00% | 0.0% |
| Q1 2022 | $594,000 | +69.2% | 14,117 | +79.9% | 0.00% | 0.0% |
| Q4 2021 | $351,000 | +13.6% | 7,848 | +7.9% | 0.00% | 0.0% |
| Q3 2021 | $309,000 | +5.8% | 7,273 | +9.4% | 0.00% | 0.0% |
| Q2 2021 | $292,000 | +1169.6% | 6,651 | +1098.4% | 0.00% | – |
| Q1 2021 | $23,000 | +35.3% | 555 | +14.2% | 0.00% | – |
| Q4 2020 | $17,000 | +70.0% | 486 | +29.9% | 0.00% | – |
| Q3 2020 | $10,000 | +11.1% | 374 | +11.6% | 0.00% | – |
| Q2 2020 | $9,000 | +12.5% | 335 | -13.9% | 0.00% | – |
| Q1 2020 | $8,000 | -98.4% | 389 | -97.5% | 0.00% | -100.0% |
| Q4 2019 | $503,000 | +1069.8% | 15,410 | +970.1% | 0.00% | – |
| Q3 2019 | $43,000 | +330.0% | 1,440 | +329.9% | 0.00% | – |
| Q2 2019 | $10,000 | -60.0% | 335 | -60.2% | 0.00% | – |
| Q1 2019 | $25,000 | +177.8% | 842 | +151.3% | 0.00% | – |
| Q4 2018 | $9,000 | -35.7% | 335 | -19.7% | 0.00% | – |
| Q3 2018 | $14,000 | +366.7% | 417 | +408.5% | 0.00% | – |
| Q2 2018 | $3,000 | -75.0% | 82 | -40.6% | 0.00% | – |
| Q3 2017 | $12,000 | +1100.0% | 138 | +820.0% | 0.00% | – |
| Q2 2016 | $1,000 | – | 15 | – | 0.00% | – |
Download | ||||||
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% |