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 | $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% | – |
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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% |