SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,615 | -99.9% | 70,743 | +17.1% | 0.08% | +16.7% |
| Q3 2022 | $2,058,000 | -30.0% | 60,411 | -26.1% | 0.07% | -26.5% |
| Q2 2022 | $2,942,000 | -7.0% | 81,778 | +8.8% | 0.10% | +3.2% |
| Q1 2022 | $3,163,000 | -20.1% | 75,190 | -15.2% | 0.10% | -18.1% |
| Q4 2021 | $3,960,000 | +5.4% | 88,616 | +0.5% | 0.12% | -2.5% |
| Q3 2021 | $3,758,000 | -3.6% | 88,212 | -0.6% | 0.12% | -6.3% |
| Q2 2021 | $3,899,000 | +2.5% | 88,723 | -1.4% | 0.13% | -5.9% |
| Q1 2021 | $3,804,000 | +1.6% | 89,989 | -14.0% | 0.14% | -6.9% |
| Q4 2020 | $3,744,000 | +25.5% | 104,589 | -4.0% | 0.14% | +8.2% |
| Q3 2020 | $2,983,000 | -17.7% | 108,935 | -20.1% | 0.13% | -23.0% |
| Q2 2020 | $3,624,000 | – | 136,405 | – | 0.17% | – |
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% |