SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,494,805 | -18.8% | 67,610 | -14.5% | 0.01% | -16.7% |
| Q2 2023 | $3,071,624 | +4.5% | 79,084 | +1.6% | 0.01% | -7.7% |
| Q1 2023 | $2,939,907 | -24.8% | 77,837 | -26.3% | 0.01% | -35.0% |
| Q4 2022 | $3,907,043 | -22.3% | 105,681 | -28.4% | 0.02% | -31.0% |
| Q3 2022 | $5,030,000 | +180.7% | 147,669 | +196.6% | 0.03% | +141.7% |
| Q2 2022 | $1,792,000 | -17.2% | 49,793 | -3.3% | 0.01% | -14.3% |
| Q1 2022 | $2,165,000 | -19.7% | 51,469 | -14.7% | 0.01% | -22.2% |
| Q4 2021 | $2,697,000 | +0.2% | 60,342 | -4.5% | 0.02% | -18.2% |
| Q3 2021 | $2,691,000 | -1.3% | 63,169 | +1.8% | 0.02% | -12.0% |
| Q2 2021 | $2,727,000 | +70.0% | 62,062 | +63.6% | 0.02% | +47.1% |
| Q1 2021 | $1,604,000 | +1536.7% | 37,937 | +1291.2% | 0.02% | +1600.0% |
| Q4 2020 | $98,000 | +188.2% | 2,727 | +121.7% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | -55.8% | 1,230 | -58.1% | 0.00% | 0.0% |
| Q2 2020 | $77,000 | -17.2% | 2,933 | -5.4% | 0.00% | -66.7% |
| Q3 2019 | $93,000 | +72.2% | 3,100 | +77.2% | 0.00% | +50.0% |
| Q2 2019 | $54,000 | +3.8% | 1,749 | +1.0% | 0.00% | 0.0% |
| Q1 2019 | $52,000 | +1633.3% | 1,731 | +1405.2% | 0.00% | – |
| Q4 2018 | $3,000 | -25.0% | 115 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 115 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | +33.3% | 115 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 115 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 115 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | – | 115 | – | 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% |