SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,454,321 | -9.8% | 41,839 | +5.0% | 0.08% | -7.1% |
| Q2 2023 | $1,612,280 | -5.2% | 39,849 | -13.0% | 0.08% | -15.2% |
| Q1 2023 | $1,699,937 | -7.3% | 45,796 | +3.8% | 0.10% | -11.6% |
| Q4 2022 | $1,833,476 | +32.9% | 44,138 | +21.0% | 0.11% | +13.1% |
| Q3 2022 | $1,380,000 | +133.9% | 36,474 | +144.9% | 0.10% | +130.2% |
| Q2 2022 | $590,000 | +5.7% | 14,896 | +0.9% | 0.04% | 0.0% |
| Q1 2022 | $558,000 | +34.1% | 14,761 | +46.9% | 0.04% | +48.3% |
| Q4 2021 | $416,000 | +57.6% | 10,050 | +77.4% | 0.03% | +52.6% |
| Q3 2021 | $264,000 | – | 5,666 | – | 0.02% | – |
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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% |