SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 258 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $813,871 | -4.7% | 22,056 | +0.3% | 0.07% | -2.9% |
Q2 2023 | $854,312 | -39.6% | 21,996 | -41.3% | 0.07% | -45.6% |
Q1 2023 | $1,414,376 | -1.8% | 37,447 | -3.9% | 0.12% | -11.3% |
Q4 2022 | $1,440,299 | -29.3% | 38,959 | -33.3% | 0.14% | -17.5% |
Q3 2022 | $2,036,000 | -2.4% | 58,376 | +0.6% | 0.17% | -23.3% |
Q2 2022 | $2,087,000 | -28.6% | 58,015 | -11.4% | 0.22% | -21.8% |
Q1 2022 | $2,924,000 | +5.5% | 65,459 | +5.5% | 0.28% | +27.2% |
Q4 2021 | $2,772,000 | -0.2% | 62,029 | -4.9% | 0.22% | -8.6% |
Q3 2021 | $2,778,000 | -3.5% | 65,219 | -0.4% | 0.24% | -8.6% |
Q2 2021 | $2,878,000 | +3.8% | 65,513 | -0.1% | 0.27% | -5.0% |
Q1 2021 | $2,773,000 | +19.1% | 65,602 | +0.8% | 0.28% | +11.0% |
Q4 2020 | $2,329,000 | +27.6% | 65,080 | -2.4% | 0.25% | +7.6% |
Q3 2020 | $1,825,000 | +1.3% | 66,661 | -1.7% | 0.24% | -4.8% |
Q2 2020 | $1,802,000 | +54.1% | 67,839 | +26.6% | 0.25% | +17.5% |
Q1 2020 | $1,169,000 | -16.0% | 53,565 | +25.6% | 0.21% | +3.4% |
Q4 2019 | $1,391,000 | +23.2% | 42,638 | +13.3% | 0.20% | +9.7% |
Q3 2019 | $1,129,000 | +22.1% | 37,649 | +24.7% | 0.19% | +19.2% |
Q2 2019 | $925,000 | +85.4% | 30,196 | +82.9% | 0.16% | +79.3% |
Q1 2019 | $499,000 | +54.5% | 16,507 | +34.6% | 0.09% | +29.9% |
Q4 2018 | $323,000 | -1.5% | 12,262 | +24.2% | 0.07% | +13.6% |
Q3 2018 | $328,000 | – | 9,869 | – | 0.06% | – |
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% |