SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,556,035 | +669.8% | 156,862 | +783.2% | 0.52% | +695.4% |
| Q2 2023 | $721,769 | +15.1% | 17,760 | +6.9% | 0.06% | -3.0% |
| Q1 2023 | $627,329 | +6.1% | 16,609 | +9.1% | 0.07% | -30.9% |
| Q4 2022 | $591,166 | +124.8% | 15,221 | +149.4% | 0.10% | -13.4% |
| Q1 2021 | $263,000 | +6.5% | 6,104 | -5.9% | 0.11% | -1.8% |
| Q4 2020 | $247,000 | +2.1% | 6,486 | -11.6% | 0.11% | -27.8% |
| Q4 2019 | $242,000 | – | 7,341 | – | 0.16% | – |
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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% |