SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,352,088 | -2.4% | 1,445,867 | +2.7% | 0.14% | -2.1% |
| Q2 2023 | $54,658,758 | +578544.5% | 1,407,275 | +462.7% | 0.15% | +440.7% |
| Q1 2023 | $9,446 | +2.1% | 250,097 | -0.1% | 0.03% | -10.0% |
| Q4 2022 | $9,253 | -99.8% | 250,289 | +97.6% | 0.03% | +76.5% |
| Q3 2022 | $4,313,000 | -6.2% | 126,653 | -0.9% | 0.02% | -10.5% |
| Q2 2022 | $4,599,000 | -22.0% | 127,799 | -8.8% | 0.02% | -13.6% |
| Q1 2022 | $5,898,000 | +365.5% | 140,204 | +394.5% | 0.02% | +340.0% |
| Q4 2021 | $1,267,000 | +46.0% | 28,355 | +39.2% | 0.01% | 0.0% |
| Q3 2021 | $868,000 | +0.1% | 20,372 | +3.3% | 0.01% | 0.0% |
| Q2 2021 | $867,000 | +61.5% | 19,730 | +55.4% | 0.01% | +25.0% |
| Q1 2021 | $537,000 | +136.6% | 12,698 | +71.8% | 0.00% | +33.3% |
| Q2 2019 | $227,000 | – | 7,393 | – | 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% |