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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,479,495 | +2.8% | 115,332 | 0.0% | 0.07% | -4.2% |
| Q1 2023 | $4,356,090 | +0.3% | 115,332 | -1.8% | 0.07% | -2.7% |
| Q4 2022 | $4,342,496 | +300.2% | 117,460 | +268.8% | 0.07% | +252.4% |
| Q3 2022 | $1,085,000 | -13.6% | 31,850 | -8.7% | 0.02% | -8.7% |
| Q2 2022 | $1,256,000 | -6.3% | 34,900 | +9.6% | 0.02% | +9.5% |
| Q1 2022 | $1,340,000 | -5.8% | 31,850 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,423,000 | +4.9% | 31,850 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $1,357,000 | -3.0% | 31,850 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,399,000 | +3.9% | 31,850 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $1,346,000 | +18.1% | 31,850 | 0.0% | 0.02% | +9.5% |
| Q4 2020 | $1,140,000 | +13.0% | 31,850 | -13.5% | 0.02% | +5.0% |
| Q3 2020 | $1,009,000 | +3.1% | 36,840 | 0.0% | 0.02% | -4.8% |
| Q2 2020 | $979,000 | -51.5% | 36,840 | -60.1% | 0.02% | -57.1% |
| Q1 2020 | $2,017,000 | – | 92,370 | – | 0.05% | – |
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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% |