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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $610,338 | +9.6% | 16,509 | +0.9% | 0.01% | 0.0% |
| Q3 2022 | $557,000 | -6.5% | 16,366 | -1.2% | 0.01% | +9.1% |
| Q2 2022 | $596,000 | -18.2% | 16,558 | -4.5% | 0.01% | 0.0% |
| Q1 2022 | $729,000 | -9.9% | 17,340 | -4.2% | 0.01% | -8.3% |
| Q4 2021 | $809,000 | -14.8% | 18,108 | -18.6% | 0.01% | -20.0% |
| Q3 2021 | $949,000 | +0.9% | 22,256 | +4.0% | 0.02% | +25.0% |
| Q2 2021 | $941,000 | +38.8% | 21,408 | +33.4% | 0.01% | +20.0% |
| Q1 2021 | $678,000 | +30.4% | 16,043 | +10.4% | 0.01% | +25.0% |
| Q4 2020 | $520,000 | +31.0% | 14,532 | +0.3% | 0.01% | +14.3% |
| Q3 2020 | $397,000 | +8.2% | 14,483 | +4.9% | 0.01% | -53.3% |
| Q2 2020 | $367,000 | +38.5% | 13,813 | +13.8% | 0.02% | +25.0% |
| Q1 2020 | $265,000 | +4.7% | 12,137 | +56.6% | 0.01% | +50.0% |
| Q4 2019 | $253,000 | +100.8% | 7,751 | +84.2% | 0.01% | +100.0% |
| Q3 2019 | $126,000 | – | 4,207 | – | 0.00% | – |
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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% |