SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $320,667 | +0.7% | 8,490 | -1.4% | 0.01% | 0.0% |
| Q4 2022 | $318,460 | +8.7% | 8,614 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $293,000 | -5.5% | 8,614 | -0.2% | 0.02% | 0.0% |
| Q2 2022 | $310,000 | +3.7% | 8,628 | +21.6% | 0.02% | +15.4% |
| Q1 2022 | $299,000 | -11.8% | 7,096 | -6.5% | 0.01% | -7.1% |
| Q4 2021 | $339,000 | -5.6% | 7,591 | -1.1% | 0.01% | -6.7% |
| Q3 2021 | $359,000 | -4.5% | 7,672 | -10.3% | 0.02% | -16.7% |
| Q2 2021 | $376,000 | +3.9% | 8,553 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $362,000 | +3.7% | 8,553 | -12.2% | 0.02% | 0.0% |
| Q4 2020 | $349,000 | +47.3% | 9,737 | +12.5% | 0.02% | +35.7% |
| Q3 2020 | $237,000 | -6.0% | 8,658 | -8.7% | 0.01% | -12.5% |
| Q2 2020 | $252,000 | +14.5% | 9,483 | -6.0% | 0.02% | 0.0% |
| Q1 2020 | $220,000 | -46.9% | 10,092 | -20.5% | 0.02% | -33.3% |
| Q4 2019 | $414,000 | +2.7% | 12,690 | -5.6% | 0.02% | -4.0% |
| Q3 2019 | $403,000 | -7.8% | 13,444 | -5.7% | 0.02% | -7.4% |
| Q2 2019 | $437,000 | +38.3% | 14,261 | +36.6% | 0.03% | +35.0% |
| Q1 2019 | $316,000 | +30.0% | 10,442 | +13.5% | 0.02% | +11.1% |
| Q4 2018 | $243,000 | – | 9,203 | – | 0.02% | – |
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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% |