SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,006,361 | +6.0% | 162,774 | +11.5% | 0.75% | +10.5% |
| Q2 2023 | $5,667,822 | +18.8% | 145,927 | +15.5% | 0.68% | +9.3% |
| Q1 2023 | $4,772,324 | +14.2% | 126,352 | +11.8% | 0.62% | +7.1% |
| Q4 2022 | $4,177,401 | +10.3% | 112,994 | +1.6% | 0.58% | -0.7% |
| Q3 2022 | $3,787,000 | -2.5% | 111,195 | +3.0% | 0.58% | -0.8% |
| Q2 2022 | $3,885,000 | -15.7% | 107,987 | -1.4% | 0.59% | -3.4% |
| Q1 2022 | $4,606,000 | -16.6% | 109,479 | -11.5% | 0.61% | -9.6% |
| Q4 2021 | $5,526,000 | +1.9% | 123,647 | -2.9% | 0.68% | -7.4% |
| Q3 2021 | $5,423,000 | -12.0% | 127,297 | -9.3% | 0.73% | -12.7% |
| Q2 2021 | $6,165,000 | +4.0% | 140,302 | +0.1% | 0.84% | -2.9% |
| Q1 2021 | $5,926,000 | +23.0% | 140,186 | +4.2% | 0.86% | +8.6% |
| Q4 2020 | $4,816,000 | +75.2% | 134,533 | +34.0% | 0.79% | +43.0% |
| Q3 2020 | $2,749,000 | +2.7% | 100,408 | -0.4% | 0.55% | -3.5% |
| Q2 2020 | $2,678,000 | +48.1% | 100,772 | +21.8% | 0.57% | +32.3% |
| Q1 2020 | $1,808,000 | +29.9% | 82,767 | +94.0% | 0.43% | +63.8% |
| Q4 2019 | $1,392,000 | -0.9% | 42,659 | -8.9% | 0.26% | -7.3% |
| Q3 2019 | $1,405,000 | -1.2% | 46,832 | +0.9% | 0.29% | -1.4% |
| Q2 2019 | $1,422,000 | +7.8% | 46,417 | +6.4% | 0.29% | +2.1% |
| Q1 2019 | $1,319,000 | -30.8% | 43,634 | -39.6% | 0.28% | -34.3% |
| Q4 2018 | $1,905,000 | +110.5% | 72,257 | +157.7% | 0.43% | +126.2% |
| Q2 2018 | $905,000 | +77.8% | 28,040 | +64.7% | 0.19% | +75.2% |
| Q1 2018 | $509,000 | +96.5% | 17,024 | +98.4% | 0.11% | +101.9% |
| Q4 2017 | $259,000 | – | 8,581 | – | 0.05% | – |
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% |