SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,897 | -13.5% | 8,317 | -8.9% | 0.11% | -15.6% |
| Q2 2023 | $354,648 | +1.1% | 9,131 | -1.7% | 0.13% | -1.5% |
| Q1 2023 | $350,808 | -1.9% | 9,288 | -4.0% | 0.13% | -2.3% |
| Q4 2022 | $357,648 | +8.7% | 9,674 | +0.1% | 0.13% | +35.7% |
| Q3 2022 | $329,000 | -14.3% | 9,660 | -9.4% | 0.10% | -3.9% |
| Q2 2022 | $384,000 | -10.5% | 10,660 | +4.6% | 0.10% | +6.2% |
| Q1 2022 | $429,000 | -27.8% | 10,192 | -23.3% | 0.10% | -11.1% |
| Q4 2021 | $594,000 | – | 13,295 | – | 0.11% | – |
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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% |