SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,467,000 | -79.0% | 124,154 | -76.2% | 0.32% | +22.3% |
| Q1 2022 | $21,244,000 | +8.9% | 522,606 | +19.7% | 0.26% | -79.4% |
| Q4 2021 | $19,516,000 | +6.1% | 436,699 | +1.2% | 1.29% | +1.3% |
| Q3 2021 | $18,392,000 | +15.1% | 431,730 | +18.8% | 1.27% | +13.6% |
| Q2 2021 | $15,973,000 | -9.6% | 363,523 | -13.0% | 1.12% | -17.5% |
| Q1 2021 | $17,663,000 | +17.2% | 417,858 | -0.7% | 1.36% | +9.9% |
| Q4 2020 | $15,067,000 | +27.1% | 420,873 | -2.8% | 1.23% | +13.5% |
| Q3 2020 | $11,851,000 | +0.9% | 432,817 | -2.1% | 1.09% | +0.6% |
| Q2 2020 | $11,747,000 | +91.9% | 442,100 | +57.8% | 1.08% | +8.0% |
| Q1 2020 | $6,120,000 | +32.0% | 280,232 | +97.3% | 1.00% | +34.5% |
| Q4 2019 | $4,635,000 | +73.9% | 142,037 | +59.8% | 0.74% | +88.6% |
| Q3 2019 | $2,666,000 | +193.9% | 88,870 | +200.4% | 0.39% | +194.0% |
| Q2 2019 | $907,000 | +40.0% | 29,587 | +38.0% | 0.13% | +52.3% |
| Q1 2019 | $648,000 | +125.8% | 21,439 | +96.9% | 0.09% | +100.0% |
| Q4 2018 | $287,000 | -12.2% | 10,890 | +10.7% | 0.04% | +41.9% |
| Q3 2018 | $327,000 | +37.4% | 9,833 | +33.4% | 0.03% | -8.8% |
| Q2 2018 | $238,000 | – | 7,370 | – | 0.03% | – |
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% |