SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,732,000 | +12.1% | 805,948 | +18.0% | 0.06% | +7.7% |
| Q2 2023 | $26,534,000 | +67.4% | 682,813 | +62.8% | 0.05% | +48.6% |
| Q1 2023 | $15,847,000 | -0.1% | 419,406 | -2.3% | 0.04% | -2.8% |
| Q4 2022 | $15,869,000 | +17.8% | 429,312 | +8.5% | 0.04% | 0.0% |
| Q3 2022 | $13,473,000 | +60.7% | 395,832 | +69.8% | 0.04% | +63.6% |
| Q2 2022 | $8,382,000 | -14.7% | 233,171 | -0.2% | 0.02% | 0.0% |
| Q1 2022 | $9,824,000 | -5.7% | 233,563 | +0.0% | 0.02% | -4.3% |
| Q4 2021 | $10,419,000 | +775.5% | 233,509 | +736.8% | 0.02% | +666.7% |
| Q3 2021 | $1,190,000 | -1.2% | 27,906 | +1.6% | 0.00% | 0.0% |
| Q2 2021 | $1,205,000 | -57.5% | 27,476 | -59.0% | 0.00% | -66.7% |
| Q1 2021 | $2,832,000 | +250.1% | 66,966 | +195.6% | 0.01% | +200.0% |
| Q4 2020 | $809,000 | +207.6% | 22,654 | +135.0% | 0.00% | +200.0% |
| Q3 2020 | $263,000 | +13.4% | 9,639 | +10.1% | 0.00% | 0.0% |
| Q2 2020 | $232,000 | -1.7% | 8,751 | +21.4% | 0.00% | 0.0% |
| Q4 2019 | $236,000 | +2.6% | 7,208 | -5.6% | 0.00% | 0.0% |
| Q3 2019 | $230,000 | -9.4% | 7,637 | -8.6% | 0.00% | -50.0% |
| Q2 2019 | $254,000 | -25.5% | 8,353 | -25.8% | 0.00% | 0.0% |
| Q1 2019 | $341,000 | +52.2% | 11,256 | +31.3% | 0.00% | 0.0% |
| Q4 2018 | $224,000 | -32.9% | 8,573 | -14.7% | 0.00% | 0.0% |
| Q3 2018 | $334,000 | +5.0% | 10,047 | +2.2% | 0.00% | 0.0% |
| Q2 2018 | $318,000 | +8.2% | 9,834 | +0.2% | 0.00% | 0.0% |
| Q1 2018 | $294,000 | -40.5% | 9,814 | -40.1% | 0.00% | -50.0% |
| Q4 2017 | $494,000 | +93.0% | 16,384 | +459.8% | 0.00% | +100.0% |
| Q3 2017 | $256,000 | – | 2,927 | – | 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% |