SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,433,104 | -0.6% | 282,740 | +4.7% | 0.02% | 0.0% |
| Q2 2023 | $10,491,351 | +37.9% | 270,117 | +34.1% | 0.02% | +35.7% |
| Q1 2023 | $7,607,719 | +74.2% | 201,422 | +70.5% | 0.01% | +55.6% |
| Q4 2022 | $4,368,270 | +24.4% | 118,156 | +14.6% | 0.01% | +12.5% |
| Q3 2022 | $3,511,000 | -14.8% | 103,094 | -10.0% | 0.01% | -11.1% |
| Q2 2022 | $4,123,000 | +3.5% | 114,592 | +21.1% | 0.01% | +12.5% |
| Q1 2022 | $3,982,000 | +48.1% | 94,648 | +57.3% | 0.01% | +60.0% |
| Q4 2021 | $2,689,000 | +86.7% | 60,161 | +78.0% | 0.01% | +66.7% |
| Q3 2021 | $1,440,000 | -0.5% | 33,805 | +2.6% | 0.00% | 0.0% |
| Q2 2021 | $1,447,000 | +30.7% | 32,935 | +25.7% | 0.00% | +50.0% |
| Q1 2021 | $1,107,000 | -11.4% | 26,197 | -24.9% | 0.00% | -33.3% |
| Q4 2020 | $1,249,000 | -58.7% | 34,882 | -68.4% | 0.00% | -66.7% |
| Q3 2020 | $3,026,000 | -11.8% | 110,536 | -14.4% | 0.01% | -18.2% |
| Q2 2020 | $3,432,000 | -24.0% | 129,179 | -37.5% | 0.01% | -45.0% |
| Q1 2020 | $4,513,000 | +44.9% | 206,652 | +116.5% | 0.02% | +100.0% |
| Q4 2019 | $3,115,000 | +55.4% | 95,459 | +42.8% | 0.01% | +42.9% |
| Q3 2019 | $2,005,000 | -38.4% | 66,844 | -37.1% | 0.01% | -41.7% |
| Q2 2019 | $3,255,000 | +74.9% | 106,221 | +72.6% | 0.01% | +50.0% |
| Q1 2019 | $1,861,000 | +158.1% | 61,557 | +125.2% | 0.01% | +100.0% |
| Q4 2018 | $721,000 | -32.7% | 27,333 | -15.2% | 0.00% | -20.0% |
| Q3 2018 | $1,071,000 | -39.1% | 32,225 | -40.8% | 0.01% | -44.4% |
| Q2 2018 | $1,758,000 | +216.8% | 54,446 | +193.5% | 0.01% | +200.0% |
| Q1 2018 | $555,000 | +28.8% | 18,549 | +29.7% | 0.00% | 0.0% |
| Q4 2017 | $431,000 | – | 14,300 | – | 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% |