SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $146,714 | +63.3% | 3,976 | +71.9% | 0.02% | +69.2% |
| Q2 2023 | $89,837 | +2.8% | 2,313 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $87,362 | +2.2% | 2,313 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $85,512 | +8.2% | 2,313 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $79,000 | +6.8% | 2,313 | +12.9% | 0.02% | 0.0% |
| Q2 2022 | $74,000 | -42.6% | 2,048 | -33.3% | 0.02% | -37.5% |
| Q1 2022 | $129,000 | -5.1% | 3,071 | +1.1% | 0.02% | -4.0% |
| Q4 2021 | $136,000 | +56.3% | 3,039 | +48.4% | 0.02% | +38.9% |
| Q3 2021 | $87,000 | -3.3% | 2,048 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $90,000 | +3.4% | 2,048 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $87,000 | +19.2% | 2,048 | 0.0% | 0.02% | +11.8% |
| Q4 2020 | $73,000 | +30.4% | 2,048 | 0.0% | 0.02% | +21.4% |
| Q3 2020 | $56,000 | +3.7% | 2,048 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $54,000 | +285.7% | 2,048 | +212.7% | 0.01% | +250.0% |
| Q1 2020 | $14,000 | +40.0% | 655 | +111.3% | 0.00% | +100.0% |
| Q4 2019 | $10,000 | +11.1% | 310 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | -83.3% | 310 | -82.6% | 0.00% | -85.7% |
| Q2 2019 | $54,000 | +10.2% | 1,778 | +10.2% | 0.01% | +7.7% |
| Q1 2019 | $49,000 | +188.2% | 1,613 | +154.0% | 0.01% | +160.0% |
| Q4 2018 | $17,000 | – | 635 | – | 0.01% | – |
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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% |