SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,057,812 | -4.4% | 28,667 | +0.6% | 0.02% | -6.2% |
| Q2 2023 | $1,106,552 | +16.2% | 28,490 | +10.6% | 0.02% | -5.9% |
| Q1 2023 | $952,310 | 0.0% | 25,759 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $952,310 | +3.6% | 25,759 | -4.5% | 0.02% | -10.5% |
| Q3 2022 | $919,000 | -6.7% | 26,984 | -1.4% | 0.02% | 0.0% |
| Q2 2022 | $985,000 | -9.4% | 27,363 | +5.9% | 0.02% | -9.5% |
| Q1 2022 | $1,087,000 | -5.9% | 25,837 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $1,155,000 | +4.3% | 25,837 | -0.6% | 0.02% | -4.3% |
| Q3 2021 | $1,107,000 | -9.9% | 25,982 | -7.0% | 0.02% | -23.3% |
| Q2 2021 | $1,228,000 | -3.8% | 27,940 | -7.5% | 0.03% | -52.4% |
| Q1 2021 | $1,277,000 | +6.9% | 30,221 | -9.5% | 0.06% | 0.0% |
| Q4 2020 | $1,195,000 | +285.5% | 33,381 | +135.1% | 0.06% | +110.0% |
| Q1 2020 | $310,000 | – | 14,200 | – | 0.03% | – |
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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% |