SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,362,237 | -1.8% | 64,017 | +3.4% | 0.69% | +3.6% |
| Q2 2023 | $2,404,597 | +3.9% | 61,910 | +1.1% | 0.67% | -0.9% |
| Q1 2023 | $2,313,691 | +1.9% | 61,257 | -0.2% | 0.67% | -6.1% |
| Q4 2022 | $2,270,013 | +8.3% | 61,401 | -0.2% | 0.72% | +1.8% |
| Q3 2022 | $2,096,000 | -1.8% | 61,544 | +3.8% | 0.70% | -0.6% |
| Q2 2022 | $2,134,000 | -14.5% | 59,316 | +0.0% | 0.71% | -0.1% |
| Q1 2022 | $2,495,000 | -6.3% | 59,313 | -0.4% | 0.71% | +1.4% |
| Q4 2021 | $2,662,000 | +5.9% | 59,559 | +1.0% | 0.70% | +1.6% |
| Q3 2021 | $2,513,000 | -2.4% | 58,998 | +0.7% | 0.69% | -12.9% |
| Q2 2021 | $2,575,000 | +0.5% | 58,597 | -3.3% | 0.79% | -3.7% |
| Q1 2021 | $2,561,000 | +24.4% | 60,577 | +5.4% | 0.82% | +14.4% |
| Q4 2020 | $2,058,000 | +42.0% | 57,482 | +8.6% | 0.72% | +6.1% |
| Q3 2020 | $1,449,000 | +6.2% | 52,916 | +3.0% | 0.68% | -1.0% |
| Q2 2020 | $1,365,000 | +39.6% | 51,382 | +14.8% | 0.68% | +14.0% |
| Q1 2020 | $978,000 | -29.4% | 44,773 | +5.5% | 0.60% | -1.3% |
| Q4 2019 | $1,385,000 | +0.7% | 42,435 | -7.4% | 0.61% | -12.2% |
| Q3 2019 | $1,375,000 | -0.5% | 45,844 | +1.6% | 0.69% | -0.3% |
| Q2 2019 | $1,382,000 | +9.5% | 45,119 | +8.1% | 0.69% | +7.6% |
| Q1 2019 | $1,262,000 | +12.8% | 41,730 | -1.7% | 0.64% | +6.3% |
| Q4 2018 | $1,119,000 | -23.6% | 42,465 | -3.6% | 0.60% | -14.9% |
| Q3 2018 | $1,465,000 | +13.1% | 44,070 | +9.9% | 0.71% | +22.2% |
| Q2 2018 | $1,295,000 | +74.5% | 40,105 | +61.8% | 0.58% | +66.8% |
| Q1 2018 | $742,000 | +352.4% | 24,790 | +354.9% | 0.35% | +371.6% |
| Q4 2017 | $164,000 | – | 5,450 | – | 0.07% | – |
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% |