SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,116 | +448.1% | 410 | +477.5% | 0.00% | – |
| Q2 2023 | $2,758 | -33.0% | 71 | -34.9% | 0.00% | – |
| Q1 2023 | $4,117 | +185.5% | 109 | +179.5% | 0.00% | – |
| Q4 2022 | $1,442 | +44.2% | 39 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 39 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | – | 39 | +3800.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 1 | -99.5% | 0.00% | -100.0% |
| Q4 2018 | $6,000 | -70.0% | 221 | -26.8% | 0.00% | -75.0% |
| Q4 2015 | $20,000 | 0.0% | 302 | 0.0% | 0.00% | -20.0% |
| Q3 2015 | $20,000 | – | 302 | – | 0.01% | – |
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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% |