SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,786 | -31.4% | 1,674 | -27.8% | 0.00% | 0.0% |
| Q2 2023 | $90,041 | -74.2% | 2,318 | -74.9% | 0.00% | -80.0% |
| Q1 2023 | $349,439 | -99.3% | 9,252 | -99.3% | 0.01% | -99.3% |
| Q4 2022 | $48,124,646 | +122.1% | 1,301,722 | +104.6% | 1.52% | +128.8% |
| Q3 2022 | $21,666,000 | +25093.0% | 636,126 | +26372.2% | 0.66% | +22000.0% |
| Q2 2022 | $86,000 | -14.9% | 2,403 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $101,000 | -5.6% | 2,403 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $107,000 | -6.1% | 2,403 | -10.5% | 0.00% | 0.0% |
| Q3 2021 | $114,000 | -69.1% | 2,684 | -68.1% | 0.00% | -72.7% |
| Q2 2021 | $369,000 | -12.8% | 8,409 | -16.0% | 0.01% | -21.4% |
| Q1 2021 | $423,000 | -98.9% | 10,007 | -99.3% | 0.01% | -99.2% |
| Q4 2020 | $39,507,000 | -0.7% | 1,442,923 | -0.7% | 1.68% | +0.4% |
| Q3 2020 | $39,775,000 | +3.3% | 1,452,698 | +0.3% | 1.67% | -4.8% |
| Q2 2020 | $38,494,000 | +21.1% | 1,448,768 | -0.5% | 1.76% | +2.5% |
| Q1 2020 | $31,797,000 | -12.9% | 1,455,889 | +30.2% | 1.71% | +5.4% |
| Q4 2019 | $36,488,000 | +396.4% | 1,118,221 | +356.4% | 1.62% | +351.4% |
| Q3 2019 | $7,350,000 | -2.1% | 245,013 | +0.0% | 0.36% | -6.5% |
| Q2 2019 | $7,505,000 | +11.6% | 244,930 | +10.1% | 0.38% | -11.5% |
| Q1 2019 | $6,726,000 | -72.2% | 222,502 | -75.8% | 0.44% | -70.0% |
| Q4 2018 | $24,195,000 | -6.4% | 917,873 | +18.0% | 1.45% | +9.5% |
| Q3 2018 | $25,852,000 | +11.9% | 777,742 | +8.6% | 1.33% | +7.5% |
| Q2 2018 | $23,108,000 | +22.5% | 715,871 | +13.6% | 1.23% | +20.9% |
| Q1 2018 | $18,859,000 | +1095.9% | 630,316 | +1105.3% | 1.02% | +1022.0% |
| Q4 2017 | $1,577,000 | – | 52,295 | – | 0.09% | – |
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% |