SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $8,685,000 | -2.5% | 203,872 | +0.6% | 0.80% | -2.7% |
| Q2 2021 | $8,906,000 | -2.3% | 202,697 | -6.0% | 0.83% | -10.3% |
| Q1 2021 | $9,118,000 | +20.4% | 215,718 | +2.0% | 0.92% | +14.8% |
| Q4 2020 | $7,572,000 | +41.2% | 211,514 | +8.3% | 0.80% | +25.3% |
| Q3 2020 | $5,364,000 | +18.0% | 195,228 | +14.1% | 0.64% | +8.5% |
| Q2 2020 | $4,547,000 | +218.0% | 171,133 | +161.4% | 0.59% | +152.1% |
| Q1 2020 | $1,430,000 | -28.0% | 65,479 | +7.5% | 0.23% | -12.0% |
| Q4 2019 | $1,987,000 | +75.2% | 60,888 | +61.0% | 0.27% | +58.3% |
| Q3 2019 | $1,134,000 | +1.1% | 37,812 | +3.2% | 0.17% | +5.0% |
| Q2 2019 | $1,122,000 | +29.0% | 36,622 | +27.2% | 0.16% | +27.0% |
| Q1 2019 | $870,000 | +45.5% | 28,802 | +26.9% | 0.13% | +29.9% |
| Q4 2018 | $598,000 | +27.2% | 22,688 | +60.2% | 0.10% | +40.6% |
| Q3 2018 | $470,000 | +41.1% | 14,159 | +37.5% | 0.07% | +38.0% |
| Q2 2018 | $333,000 | – | 10,300 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |