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 | $319,111 | -7.2% | 8,648 | -2.3% | 0.12% | -5.7% |
| Q2 2023 | $343,967 | +4.6% | 8,856 | +1.7% | 0.12% | -3.2% |
| Q1 2023 | $328,826 | +2.2% | 8,706 | 0.0% | 0.13% | -5.3% |
| Q4 2022 | $321,861 | +6.2% | 8,706 | -2.2% | 0.13% | +3.9% |
| Q3 2022 | $303,000 | -5.3% | 8,906 | 0.0% | 0.13% | -7.2% |
| Q2 2022 | $320,000 | -14.7% | 8,906 | 0.0% | 0.14% | +4.5% |
| Q1 2022 | $375,000 | -6.5% | 8,906 | -0.6% | 0.13% | +0.8% |
| Q4 2021 | $401,000 | +14.6% | 8,964 | +9.2% | 0.13% | +9.2% |
| Q3 2021 | $350,000 | -3.0% | 8,212 | 0.0% | 0.12% | +0.8% |
| Q2 2021 | $361,000 | +4.0% | 8,212 | 0.0% | 0.12% | -7.0% |
| Q1 2021 | $347,000 | +18.0% | 8,212 | 0.0% | 0.13% | +10.3% |
| Q4 2020 | $294,000 | +30.7% | 8,212 | 0.0% | 0.12% | +9.4% |
| Q3 2020 | $225,000 | -0.9% | 8,212 | -4.0% | 0.11% | -5.4% |
| Q2 2020 | $227,000 | -2.2% | 8,552 | +20.5% | 0.11% | +0.9% |
| Q4 2019 | $232,000 | – | 7,100 | – | 0.11% | – |
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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% |