SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $375,000 | -5.5% | 11,023 | 0.0% | 0.07% | +2.8% |
| Q2 2022 | $397,000 | -14.4% | 11,023 | 0.0% | 0.07% | -7.7% |
| Q1 2022 | $464,000 | -28.5% | 11,023 | -24.1% | 0.08% | -36.1% |
| Q4 2021 | $649,000 | +5.0% | 14,514 | 0.0% | 0.12% | -7.6% |
| Q3 2021 | $618,000 | -3.1% | 14,514 | 0.0% | 0.13% | -6.4% |
| Q2 2021 | $638,000 | +4.1% | 14,514 | 0.0% | 0.14% | -4.7% |
| Q1 2021 | $613,000 | +107.8% | 14,514 | +76.3% | 0.15% | +60.9% |
| Q4 2020 | $295,000 | +31.1% | 8,231 | 0.0% | 0.09% | -7.1% |
| Q3 2020 | $225,000 | +2.7% | 8,231 | 0.0% | 0.10% | +30.3% |
| Q2 2020 | $219,000 | -18.3% | 8,231 | +0.3% | 0.08% | +2.7% |
| Q4 2019 | $268,000 | +8.9% | 8,209 | +0.3% | 0.07% | +1.4% |
| Q3 2019 | $246,000 | -1.6% | 8,186 | +0.2% | 0.07% | -5.2% |
| Q2 2019 | $250,000 | +1.6% | 8,166 | +0.2% | 0.08% | -9.4% |
| Q1 2019 | $246,000 | – | 8,146 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |