SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,957 | +8.1% | 80,139 | +13.8% | 0.01% | +10.0% |
| Q2 2023 | $2,735 | +572.0% | 70,406 | +553.4% | 0.01% | +400.0% |
| Q1 2023 | $407 | +12.1% | 10,776 | +9.9% | 0.00% | +100.0% |
| Q4 2022 | $363 | -99.9% | 9,808 | +7.4% | 0.00% | 0.0% |
| Q3 2022 | $311,000 | -13.4% | 9,135 | -7.0% | 0.00% | -50.0% |
| Q2 2022 | $359,000 | -11.1% | 9,820 | +2.2% | 0.00% | 0.0% |
| Q1 2022 | $404,000 | +53.0% | 9,606 | +62.9% | 0.00% | +100.0% |
| Q4 2021 | $264,000 | -45.2% | 5,897 | -60.1% | 0.00% | -66.7% |
| Q4 2019 | $482,000 | +39.7% | 14,765 | +28.4% | 0.00% | 0.0% |
| Q3 2019 | $345,000 | -3.6% | 11,502 | -1.5% | 0.00% | 0.0% |
| Q2 2019 | $358,000 | +1.1% | 11,674 | -0.3% | 0.00% | 0.0% |
| Q1 2019 | $354,000 | +14.6% | 11,713 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $309,000 | -19.9% | 11,713 | +0.8% | 0.00% | 0.0% |
| Q3 2018 | $386,000 | +1.8% | 11,620 | -1.1% | 0.00% | -25.0% |
| Q2 2018 | $379,000 | +14.2% | 11,755 | +6.0% | 0.00% | +33.3% |
| Q1 2018 | $332,000 | +8.5% | 11,094 | +9.4% | 0.00% | 0.0% |
| Q4 2017 | $306,000 | +14.2% | 10,145 | +231.4% | 0.00% | 0.0% |
| Q3 2017 | $268,000 | +5.9% | 3,061 | +1.0% | 0.00% | 0.0% |
| Q2 2017 | $253,000 | -2.3% | 3,032 | -4.5% | 0.00% | 0.0% |
| Q1 2017 | $259,000 | +12.6% | 3,174 | +9.8% | 0.00% | 0.0% |
| Q4 2016 | $230,000 | – | 2,892 | – | 0.00% | – |
Download | ||||||
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% |