SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11 | -8.3% | 11,000 | +682.4% | 0.00% | -50.0% |
| Q2 2023 | $12 | +71.4% | 1,406 | -73.0% | 0.00% | – |
| Q1 2023 | $7 | +600.0% | 5,200 | +271.4% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 1,400 | -55.2% | 0.00% | – |
| Q3 2022 | $1,000 | – | 3,124 | +524.8% | 0.00% | – |
| Q2 2022 | $0 | – | 500 | +66.7% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 300 | -92.5% | 0.00% | – |
| Q4 2021 | $17,000 | +112.5% | 4,000 | +53.8% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 2,600 | +8.3% | 0.00% | – |
| Q2 2021 | $8,000 | -91.2% | 2,400 | -69.9% | 0.00% | -100.0% |
| Q1 2021 | $91,000 | +97.8% | 7,979 | +3.6% | 0.01% | +150.0% |
| Q4 2020 | $46,000 | +7.0% | 7,699 | +1.3% | 0.00% | -33.3% |
| Q3 2020 | $43,000 | -73.9% | 7,600 | -11.6% | 0.00% | -72.7% |
| Q2 2020 | $165,000 | +18.7% | 8,600 | +28.4% | 0.01% | +57.1% |
| Q1 2020 | $139,000 | +16.8% | 6,700 | +17.5% | 0.01% | 0.0% |
| Q4 2019 | $119,000 | +120.4% | 5,700 | +200.0% | 0.01% | +40.0% |
| Q3 2019 | $54,000 | – | 1,900 | – | 0.01% | – |
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% |