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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $465,000 | +8.6% | 14,256 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $428,000 | -37.1% | 14,256 | -35.8% | 0.05% | -36.7% |
| Q2 2019 | $680,000 | +72.6% | 22,205 | +70.5% | 0.08% | +68.1% |
| Q1 2019 | $394,000 | +14.9% | 13,025 | 0.0% | 0.05% | +9.3% |
| Q4 2018 | $343,000 | +58.8% | 13,025 | +402.5% | 0.04% | +22.9% |
| Q2 2017 | $216,000 | +2.4% | 2,592 | 0.0% | 0.04% | -2.8% |
| Q1 2017 | $211,000 | +2.4% | 2,592 | 0.0% | 0.04% | +2.9% |
| Q4 2016 | $206,000 | – | 2,592 | – | 0.04% | – |
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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% |