SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $361,604 | +8.6% | 9,781 | 0.0% | 0.05% | +2.1% |
| Q3 2022 | $333,000 | -5.4% | 9,781 | 0.0% | 0.05% | +4.3% |
| Q2 2022 | $352,000 | -21.4% | 9,781 | -8.1% | 0.05% | -8.0% |
| Q1 2022 | $448,000 | -5.9% | 10,645 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $476,000 | +45.1% | 10,645 | +38.4% | 0.05% | +30.8% |
| Q3 2021 | $328,000 | -3.5% | 7,689 | -0.6% | 0.04% | -9.3% |
| Q2 2021 | $340,000 | +1.5% | 7,733 | -2.4% | 0.04% | -4.4% |
| Q1 2021 | $335,000 | +15.9% | 7,926 | -1.7% | 0.04% | +9.8% |
| Q4 2020 | $289,000 | +27.3% | 8,066 | -2.5% | 0.04% | +13.9% |
| Q3 2020 | $227,000 | +3.7% | 8,273 | +0.2% | 0.04% | -10.0% |
| Q2 2020 | $219,000 | -58.7% | 8,255 | -66.0% | 0.04% | -60.4% |
| Q1 2020 | $530,000 | -31.2% | 24,246 | +2.7% | 0.10% | -25.7% |
| Q4 2019 | $770,000 | +9.8% | 23,610 | +1.0% | 0.14% | +2.3% |
| Q3 2019 | $701,000 | -6.4% | 23,374 | -4.4% | 0.13% | -5.7% |
| Q2 2019 | $749,000 | +5.8% | 24,457 | +4.4% | 0.14% | -9.6% |
| Q1 2019 | $708,000 | +12.9% | 23,423 | -1.6% | 0.16% | +0.6% |
| Q4 2018 | $627,000 | +50.7% | 23,802 | +90.2% | 0.16% | +55.0% |
| Q3 2018 | $416,000 | +20.9% | 12,516 | +17.3% | 0.10% | +11.1% |
| Q2 2018 | $344,000 | +35.4% | 10,670 | +25.7% | 0.09% | +30.4% |
| Q1 2018 | $254,000 | – | 8,489 | – | 0.07% | – |
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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% |