SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,483,220 | -10.4% | 67,296 | -5.7% | 1.04% | -11.1% |
| Q2 2023 | $2,772,650 | +19.8% | 71,386 | +16.5% | 1.17% | +11.0% |
| Q1 2023 | $2,314,632 | +4.7% | 61,282 | +2.5% | 1.05% | +0.4% |
| Q4 2022 | $2,211,205 | +18.6% | 59,811 | +9.3% | 1.05% | +6.3% |
| Q3 2022 | $1,864,000 | +8.2% | 54,734 | +14.4% | 0.99% | +1.9% |
| Q2 2022 | $1,722,000 | -8.5% | 47,847 | +7.0% | 0.97% | +5.9% |
| Q1 2022 | $1,882,000 | +10.2% | 44,737 | +17.1% | 0.92% | +5.7% |
| Q4 2021 | $1,708,000 | +109.6% | 38,212 | +99.6% | 0.87% | +78.4% |
| Q3 2021 | $815,000 | +307.5% | 19,140 | +320.9% | 0.49% | +273.8% |
| Q2 2021 | $200,000 | – | 4,547 | – | 0.13% | – |
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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% |