SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,492,194 | +0.7% | 40,439 | +6.0% | 0.18% | +5.2% |
| Q2 2023 | $1,481,667 | +10.1% | 38,148 | +7.1% | 0.17% | +6.1% |
| Q1 2023 | $1,345,596 | +6.6% | 35,626 | +4.3% | 0.16% | +1.2% |
| Q4 2022 | $1,262,281 | +16.8% | 34,143 | +7.6% | 0.16% | +18.2% |
| Q3 2022 | $1,081,000 | -10.0% | 31,741 | -4.9% | 0.14% | +3.8% |
| Q2 2022 | $1,201,000 | -16.9% | 33,377 | -2.8% | 0.13% | -5.7% |
| Q1 2022 | $1,445,000 | +6.6% | 34,350 | +13.3% | 0.14% | +12.9% |
| Q4 2021 | $1,355,000 | +14.4% | 30,324 | +9.1% | 0.12% | +7.8% |
| Q3 2021 | $1,184,000 | -4.7% | 27,784 | -1.8% | 0.12% | -3.4% |
| Q2 2021 | $1,243,000 | +4.5% | 28,290 | +0.5% | 0.12% | 0.0% |
| Q1 2021 | $1,190,000 | +9.9% | 28,147 | -7.0% | 0.12% | +5.3% |
| Q4 2020 | $1,083,000 | +29.9% | 30,263 | -0.6% | 0.11% | +18.9% |
| Q3 2020 | $834,000 | +33.9% | 30,456 | +29.8% | 0.10% | +25.0% |
| Q2 2020 | $623,000 | +44.9% | 23,457 | +19.2% | 0.08% | +31.0% |
| Q1 2020 | $430,000 | +19.8% | 19,671 | +78.7% | 0.06% | +34.9% |
| Q4 2019 | $359,000 | +2.3% | 11,010 | -6.0% | 0.04% | 0.0% |
| Q3 2019 | $351,000 | +21.0% | 11,716 | +23.6% | 0.04% | +7.5% |
| Q2 2019 | $290,000 | +6.2% | 9,476 | +4.7% | 0.04% | +2.6% |
| Q1 2019 | $273,000 | +3800.0% | 9,047 | +3379.6% | 0.04% | +3800.0% |
| Q4 2018 | $7,000 | – | 260 | – | 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% |