SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $742,832 | +82.7% | 20,131 | +92.3% | 0.10% | +88.2% |
| Q2 2023 | $406,684 | -46.1% | 10,471 | -47.6% | 0.05% | -49.0% |
| Q1 2023 | $754,417 | -28.9% | 19,974 | -30.4% | 0.10% | -32.4% |
| Q4 2022 | $1,060,831 | +67.9% | 28,694 | +54.8% | 0.15% | +52.6% |
| Q3 2022 | $632,000 | +6.0% | 18,542 | +11.9% | 0.10% | +11.5% |
| Q2 2022 | $596,000 | +58.1% | 16,572 | +85.0% | 0.09% | +81.2% |
| Q1 2022 | $377,000 | -48.3% | 8,956 | -45.1% | 0.05% | -44.8% |
| Q4 2021 | $729,000 | -2.1% | 16,318 | -6.7% | 0.09% | -9.4% |
| Q3 2021 | $745,000 | -61.7% | 17,487 | -60.5% | 0.10% | -62.9% |
| Q2 2021 | $1,944,000 | +13.8% | 44,241 | +9.4% | 0.26% | +4.4% |
| Q1 2021 | $1,709,000 | +81.4% | 40,427 | +53.6% | 0.25% | +67.6% |
| Q4 2020 | $942,000 | +125.9% | 26,313 | +73.0% | 0.15% | +92.2% |
| Q3 2020 | $417,000 | +3.0% | 15,213 | -0.2% | 0.08% | -3.8% |
| Q2 2020 | $405,000 | +32.4% | 15,238 | +8.6% | 0.08% | +5.3% |
| Q1 2020 | $306,000 | -30.8% | 14,032 | +3.5% | 0.08% | -11.6% |
| Q4 2019 | $442,000 | +40.3% | 13,555 | +29.2% | 0.09% | +24.6% |
| Q3 2019 | $315,000 | +5.0% | 10,489 | +7.0% | 0.07% | 0.0% |
| Q2 2019 | $300,000 | +1.4% | 9,799 | -0.0% | 0.07% | -1.4% |
| Q1 2019 | $296,000 | +6.5% | 9,803 | -7.0% | 0.07% | -7.9% |
| Q4 2018 | $278,000 | -93.3% | 10,543 | -91.6% | 0.08% | -92.2% |
| Q3 2018 | $4,148,000 | +15.5% | 124,799 | +12.2% | 0.98% | +2.8% |
| Q2 2018 | $3,590,000 | +1330.3% | 111,226 | +1226.2% | 0.95% | +1182.4% |
| Q1 2018 | $251,000 | +0.8% | 8,387 | +1.7% | 0.07% | +10.4% |
| Q4 2017 | $249,000 | – | 8,245 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |