SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 650 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,443,626 | +68.7% | 174,624 | +77.6% | 4.22% | +7.4% |
| Q2 2023 | $3,819,137 | +216.2% | 98,330 | +207.5% | 3.93% | +136.5% |
| Q1 2023 | $1,207,734 | -4.6% | 31,976 | -6.6% | 1.66% | -7.5% |
| Q4 2022 | $1,266,112 | +6.1% | 34,247 | -2.3% | 1.80% | -3.6% |
| Q3 2022 | $1,193,000 | -60.4% | 35,041 | -58.2% | 1.86% | -50.1% |
| Q2 2022 | $3,016,000 | -25.8% | 83,816 | -13.2% | 3.73% | +24.9% |
| Q1 2022 | $4,063,000 | -21.1% | 96,586 | -16.2% | 2.99% | -14.4% |
| Q4 2021 | $5,151,000 | +1.1% | 115,257 | -3.7% | 3.49% | +3.7% |
| Q3 2021 | $5,097,000 | -1.7% | 119,657 | +1.4% | 3.37% | -1.8% |
| Q2 2021 | $5,183,000 | +11.5% | 117,953 | +7.2% | 3.43% | +3.3% |
| Q1 2021 | $4,650,000 | +13.2% | 109,996 | -4.1% | 3.32% | -2.9% |
| Q4 2020 | $4,106,000 | +18.4% | 114,695 | -9.4% | 3.42% | +21.7% |
| Q3 2020 | $3,467,000 | – | 126,633 | – | 2.81% | – |
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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% |