SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,807,875 | +145.6% | 48,993 | +45.4% | 0.03% | -43.9% |
| Q1 2020 | $736,000 | -16.9% | 33,704 | +24.1% | 0.06% | +137.5% |
| Q4 2019 | $886,000 | +44.5% | 27,167 | +33.0% | 0.02% | +9.1% |
| Q3 2019 | $613,000 | +9.9% | 20,423 | +6.6% | 0.02% | +4.8% |
| Q2 2019 | $558,000 | +9.0% | 19,161 | +13.2% | 0.02% | -4.5% |
| Q1 2019 | $512,000 | -42.2% | 16,925 | -49.7% | 0.02% | -43.6% |
| Q4 2018 | $886,000 | -40.4% | 33,629 | -24.8% | 0.04% | -33.9% |
| Q3 2018 | $1,486,000 | +16.5% | 44,701 | +13.2% | 0.06% | +5.4% |
| Q2 2018 | $1,275,000 | +75.9% | 39,498 | +63.1% | 0.06% | +60.0% |
| Q1 2018 | $725,000 | – | 24,218 | – | 0.04% | – |
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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% |