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 | $22,088,377 | -2.8% | 598,601 | +2.3% | 1.66% | +0.7% |
| Q2 2023 | $22,725,245 | +5.7% | 585,099 | +2.7% | 1.65% | +1.3% |
| Q1 2023 | $21,509,713 | +107967.3% | 569,492 | +5.8% | 1.63% | +5.1% |
| Q4 2022 | $19,904 | -99.9% | 538,394 | +22.4% | 1.55% | +24.9% |
| Q3 2022 | $14,982,000 | -4.6% | 439,858 | +0.8% | 1.24% | +2.6% |
| Q2 2022 | $15,702,000 | -14.3% | 436,415 | +0.2% | 1.21% | -2.0% |
| Q1 2022 | $18,324,000 | -14.0% | 435,562 | -8.7% | 1.24% | -9.5% |
| Q4 2021 | $21,309,000 | +14.9% | 476,822 | +9.6% | 1.36% | +5.8% |
| Q3 2021 | $18,542,000 | -3.4% | 435,251 | -0.4% | 1.29% | -3.6% |
| Q2 2021 | $19,203,000 | -7.1% | 437,028 | -10.7% | 1.34% | -13.8% |
| Q1 2021 | $20,681,000 | +9.2% | 489,280 | -7.5% | 1.55% | +2.8% |
| Q4 2020 | $18,936,000 | +69.2% | 528,961 | +29.4% | 1.51% | +52.2% |
| Q3 2020 | $11,190,000 | +47.5% | 408,715 | +43.1% | 0.99% | +38.0% |
| Q2 2020 | $7,587,000 | – | 285,577 | – | 0.72% | – |
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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% |