SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $604 | -100.0% | 16 | -100.0% | 0.00% | – |
| Q4 2022 | $4,384,661 | +3.2% | 118,601 | -4.9% | 0.00% | – |
| Q3 2022 | $4,248,000 | -4.5% | 124,716 | +0.9% | 0.00% | – |
| Q2 2022 | $4,447,000 | -22.1% | 123,589 | -8.9% | 0.00% | – |
| Q1 2022 | $5,706,000 | -6.6% | 135,622 | -0.8% | 0.00% | – |
| Q4 2021 | $6,108,000 | +2.3% | 136,664 | -2.5% | 0.00% | – |
| Q3 2021 | $5,973,000 | +25.2% | 140,200 | +29.1% | 0.00% | – |
| Q2 2021 | $4,771,000 | +82.2% | 108,580 | +75.3% | 0.00% | – |
| Q1 2021 | $2,618,000 | +206.9% | 61,936 | +159.9% | 0.00% | – |
| Q4 2020 | $853,000 | +21225.0% | 23,829 | +15786.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | -66.7% | 150 | -73.0% | 0.00% | – |
| Q1 2020 | $12,000 | -33.3% | 555 | 0.0% | 0.00% | – |
| Q4 2019 | $18,000 | +38.5% | 555 | +30.6% | 0.00% | – |
| Q3 2019 | $13,000 | +30.0% | 425 | +31.2% | 0.00% | – |
| Q2 2019 | $10,000 | 0.0% | 324 | -1.5% | 0.00% | – |
| Q1 2019 | $10,000 | – | 329 | +3555.6% | 0.00% | – |
| Q4 2018 | $0 | – | 9 | – | 0.00% | – |
Download | ||||||
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% |