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 | $6,245,603 | +2.9% | 169,257 | +8.3% | 0.42% | +6.8% |
| Q2 2023 | $6,068,252 | +4.9% | 156,237 | +2.0% | 0.40% | -0.5% |
| Q1 2023 | $5,785,739 | +7.1% | 153,183 | +4.8% | 0.40% | -2.7% |
| Q4 2022 | $5,403,744 | +9.3% | 146,165 | +0.7% | 0.41% | -0.2% |
| Q3 2022 | $4,945,000 | -3.3% | 145,196 | +2.1% | 0.41% | -20.7% |
| Q2 2022 | $5,114,000 | -13.4% | 142,149 | +1.3% | 0.52% | +1.4% |
| Q1 2022 | $5,903,000 | -4.6% | 140,318 | +1.4% | 0.51% | -0.4% |
| Q4 2021 | $6,185,000 | -44.9% | 138,418 | -47.5% | 0.51% | -44.9% |
| Q3 2021 | $11,234,000 | +3985.1% | 263,722 | +4387.4% | 0.93% | +3210.7% |
| Q2 2021 | $275,000 | -3.8% | 5,877 | -13.3% | 0.03% | -9.7% |
| Q1 2021 | $286,000 | -12.5% | 6,776 | -26.0% | 0.03% | -22.5% |
| Q4 2020 | $327,000 | +31.3% | 9,156 | +0.4% | 0.04% | +11.1% |
| Q3 2020 | $249,000 | -2.0% | 9,115 | -4.8% | 0.04% | -10.0% |
| Q2 2020 | $254,000 | +28.3% | 9,577 | +5.6% | 0.04% | +2.6% |
| Q1 2020 | $198,000 | -27.5% | 9,073 | +8.3% | 0.04% | -11.4% |
| Q4 2019 | $273,000 | +10.5% | 8,378 | +1.7% | 0.04% | +2.3% |
| Q3 2019 | $247,000 | +26.7% | 8,241 | +29.6% | 0.04% | +22.9% |
| Q2 2019 | $195,000 | +34.5% | 6,360 | +32.2% | 0.04% | +12.9% |
| Q1 2019 | $145,000 | +173.6% | 4,810 | +139.1% | 0.03% | +138.5% |
| Q4 2018 | $53,000 | +76.7% | 2,012 | +125.1% | 0.01% | +116.7% |
| Q3 2018 | $30,000 | +3.4% | 894 | +0.9% | 0.01% | -14.3% |
| Q2 2018 | $29,000 | +123.1% | 886 | +106.5% | 0.01% | +133.3% |
| Q1 2018 | $13,000 | – | 429 | – | 0.00% | – |
Download | ||||||
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% |