SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,596 | -4.8% | 43,257 | +0.2% | 0.50% | -6.9% |
| Q2 2023 | $1,677 | -46.5% | 43,175 | -48.0% | 0.54% | +0.7% |
| Q1 2023 | $3,134 | +4.5% | 82,973 | +2.2% | 0.54% | -5.6% |
| Q4 2022 | $3,000 | -99.9% | 81,150 | +4.0% | 0.57% | +1.6% |
| Q3 2022 | $2,657,000 | +47.5% | 78,019 | +55.8% | 0.56% | +56.1% |
| Q2 2022 | $1,801,000 | +19.6% | 50,064 | +39.9% | 0.36% | -28.8% |
| Q1 2022 | $1,506,000 | -9.3% | 35,791 | -3.7% | 0.50% | -8.9% |
| Q4 2021 | $1,661,000 | +7.2% | 37,162 | +2.2% | 0.55% | +1.1% |
| Q3 2021 | $1,550,000 | +20.2% | 36,377 | +24.0% | 0.55% | +9.0% |
| Q2 2021 | $1,289,000 | +5.1% | 29,333 | +1.1% | 0.50% | -3.3% |
| Q1 2021 | $1,226,000 | +7.7% | 29,006 | -8.7% | 0.52% | -7.0% |
| Q4 2020 | $1,138,000 | +27.9% | 31,777 | -2.2% | 0.56% | +8.8% |
| Q3 2020 | $890,000 | +20.8% | 32,499 | +17.2% | 0.51% | +7.3% |
| Q2 2020 | $737,000 | – | 27,738 | – | 0.48% | – |
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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% |