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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315 | +18.0% | 8,530 | +24.0% | 0.04% | +17.1% |
| Q2 2023 | $267 | -3.6% | 6,878 | -6.4% | 0.04% | -7.9% |
| Q1 2023 | $277 | +11.2% | 7,347 | +9.2% | 0.04% | -2.6% |
| Q4 2022 | $249 | -99.9% | 6,727 | 0.0% | 0.04% | +8.3% |
| Q3 2022 | $229,000 | -5.4% | 6,727 | 0.0% | 0.04% | +89.5% |
| Q2 2022 | $242,000 | -14.5% | 6,727 | 0.0% | 0.02% | +35.7% |
| Q1 2022 | $283,000 | +18.9% | 6,727 | +26.5% | 0.01% | +16.7% |
| Q4 2021 | $238,000 | -2.5% | 5,316 | -7.0% | 0.01% | -7.7% |
| Q3 2021 | $244,000 | -2.8% | 5,716 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $251,000 | +4.6% | 5,716 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $240,000 | +18.2% | 5,668 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $203,000 | -57.4% | 5,668 | -67.5% | 0.01% | -60.0% |
| Q3 2020 | $477,000 | -49.8% | 17,421 | -51.3% | 0.03% | -16.7% |
| Q2 2020 | $950,000 | +166.1% | 35,778 | +118.8% | 0.04% | +16.1% |
| Q1 2020 | $357,000 | -36.4% | 16,352 | -4.9% | 0.03% | -32.6% |
| Q4 2019 | $561,000 | +8.7% | 17,197 | +0.0% | 0.05% | -14.8% |
| Q3 2019 | $516,000 | +12.9% | 17,195 | +15.3% | 0.05% | +3.8% |
| Q2 2019 | $457,000 | +1.6% | 14,909 | +0.2% | 0.05% | +23.8% |
| Q1 2019 | $450,000 | +14.8% | 14,879 | +0.0% | 0.04% | +50.0% |
| Q4 2018 | $392,000 | +5.9% | 14,878 | +33.4% | 0.03% | +21.7% |
| Q3 2018 | $370,000 | – | 11,156 | – | 0.02% | – |
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% |