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 | $4,224,787 | +6.3% | 114,493 | +11.8% | 1.76% | +1.4% |
| Q2 2023 | $3,975,826 | -43.7% | 102,364 | -45.2% | 1.74% | -47.2% |
| Q1 2023 | $7,056,689 | +1.0% | 186,833 | -1.1% | 3.30% | -7.5% |
| Q4 2022 | $6,983,828 | +6.1% | 188,905 | -2.2% | 3.56% | +1.1% |
| Q3 2022 | $6,580,000 | +0.2% | 193,190 | +5.8% | 3.53% | +8.1% |
| Q2 2022 | $6,570,000 | -11.9% | 182,595 | +3.1% | 3.26% | +12.1% |
| Q1 2022 | $7,454,000 | +6.4% | 177,178 | +13.0% | 2.91% | +5.4% |
| Q4 2021 | $7,007,000 | +17.3% | 156,799 | +11.9% | 2.76% | +14.3% |
| Q3 2021 | $5,972,000 | -3.0% | 140,180 | +0.0% | 2.42% | -1.2% |
| Q2 2021 | $6,159,000 | +8.8% | 140,177 | +4.6% | 2.45% | -0.1% |
| Q1 2021 | $5,663,000 | -26.2% | 133,970 | -37.5% | 2.45% | -17.8% |
| Q4 2020 | $7,676,000 | +40.6% | 214,414 | +7.5% | 2.98% | +21.2% |
| Q3 2020 | $5,461,000 | +64.9% | 199,453 | +60.1% | 2.46% | +50.4% |
| Q2 2020 | $3,311,000 | +102.9% | 124,606 | +66.8% | 1.64% | +8.6% |
| Q1 2020 | $1,632,000 | -49.2% | 74,703 | -24.2% | 1.51% | +2.5% |
| Q4 2019 | $3,215,000 | +12.8% | 98,524 | +3.7% | 1.47% | +8.3% |
| Q3 2019 | $2,851,000 | -1.3% | 95,049 | +0.8% | 1.36% | +3.7% |
| Q2 2019 | $2,889,000 | +8.9% | 94,284 | +7.5% | 1.31% | +3.9% |
| Q1 2019 | $2,652,000 | +34.3% | 87,719 | +17.1% | 1.26% | +24.5% |
| Q4 2018 | $1,974,000 | -18.2% | 74,899 | +3.2% | 1.01% | +4.2% |
| Q3 2018 | $2,412,000 | +5.3% | 72,563 | +2.2% | 0.97% | -6.7% |
| Q2 2018 | $2,291,000 | +19.3% | 70,977 | +10.6% | 1.04% | +19.1% |
| Q1 2018 | $1,920,000 | +9.3% | 64,175 | +10.2% | 0.87% | +15.6% |
| Q4 2017 | $1,756,000 | – | 58,254 | – | 0.76% | – |
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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% |