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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,954 | -59.2% | 76,048 | -60.4% | 0.26% | -55.8% |
| Q1 2023 | $7,246 | -100.0% | 191,842 | +10.0% | 0.59% | +4.6% |
| Q4 2022 | $6,445,087,040 | +113750.7% | 174,333 | +4.9% | 0.56% | +1.8% |
| Q3 2022 | $5,661,000 | -8.0% | 166,212 | -2.8% | 0.55% | -10.9% |
| Q2 2022 | $6,154,000 | -23.2% | 171,025 | -10.2% | 0.62% | -7.3% |
| Q1 2022 | $8,013,000 | +9.2% | 190,469 | +17.3% | 0.67% | +7.2% |
| Q4 2021 | $7,337,000 | +24.2% | 162,389 | +17.1% | 0.63% | -3.8% |
| Q3 2021 | $5,909,000 | +46.2% | 138,678 | +50.6% | 0.65% | +14.8% |
| Q2 2021 | $4,041,000 | +11.2% | 92,112 | +7.1% | 0.57% | +21.9% |
| Q1 2021 | $3,635,000 | +31.0% | 85,989 | +10.9% | 0.46% | +18.3% |
| Q4 2020 | $2,775,000 | +39.2% | 77,526 | +9.1% | 0.39% | +31.0% |
| Q3 2020 | $1,994,000 | -21.7% | 71,092 | -25.9% | 0.30% | -32.0% |
| Q2 2020 | $2,548,000 | +365.8% | 95,899 | +282.6% | 0.44% | +308.3% |
| Q1 2020 | $547,000 | -73.8% | 25,068 | -60.8% | 0.11% | -70.2% |
| Q4 2019 | $2,089,000 | +12.2% | 64,025 | +3.2% | 0.36% | +2.0% |
| Q3 2019 | $1,862,000 | -2.1% | 62,059 | +0.0% | 0.36% | -3.5% |
| Q2 2019 | $1,901,000 | +1.5% | 62,035 | +0.1% | 0.37% | -5.6% |
| Q1 2019 | $1,873,000 | -66.9% | 61,955 | -71.1% | 0.39% | -71.5% |
| Q4 2018 | $5,652,000 | -26.9% | 214,430 | -7.8% | 1.37% | -19.9% |
| Q3 2018 | $7,728,000 | +7.7% | 232,488 | +4.6% | 1.72% | +0.3% |
| Q2 2018 | $7,174,000 | +2508.7% | 222,249 | +2318.1% | 1.71% | +1779.1% |
| Q1 2018 | $275,000 | – | 9,191 | – | 0.09% | – |
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% |