SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,459,172 | +1.2% | 256,346 | +6.5% | 1.16% | +4.9% |
| Q2 2023 | $9,345,605 | +5.3% | 240,618 | +2.4% | 1.11% | -0.1% |
| Q1 2023 | $8,871,623 | +26.6% | 234,885 | +14.1% | 1.11% | +9.6% |
| Q3 2022 | $7,009,000 | +6.7% | 205,792 | +12.9% | 1.01% | +15.4% |
| Q2 2022 | $6,568,000 | -30.2% | 182,198 | -22.8% | 0.88% | -24.2% |
| Q1 2022 | $9,407,000 | +6.8% | 235,940 | +19.7% | 1.16% | +14.9% |
| Q4 2021 | $8,808,000 | +8.0% | 197,089 | +2.9% | 1.00% | -8.4% |
| Q3 2021 | $8,157,000 | +19.1% | 191,469 | +18.9% | 1.10% | +9.3% |
| Q2 2021 | $6,848,000 | +19.8% | 161,080 | +19.1% | 1.00% | +8.5% |
| Q1 2021 | $5,716,000 | +15.6% | 135,232 | +7.6% | 0.92% | +8.7% |
| Q4 2020 | $4,944,000 | +57.9% | 125,718 | +9.9% | 0.85% | +34.7% |
| Q3 2020 | $3,132,000 | +5.5% | 114,390 | +2.3% | 0.63% | -12.1% |
| Q2 2020 | $2,970,000 | +55.7% | 111,784 | +28.0% | 0.72% | +60.5% |
| Q1 2020 | $1,908,000 | – | 87,364 | – | 0.45% | – |
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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% |