UBS Group AG - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
UBS Group AG ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$81,681,803
-5.1%
2,213,599
-0.1%
0.03%
-3.4%
Q2 2023$86,041,553
+35.6%
2,215,282
+31.8%
0.03%
+26.1%
Q1 2023$63,473,316
+4.5%
1,680,522
+2.3%
0.02%0.0%
Q4 2022$60,712,023
+8.0%
1,642,197
-0.5%
0.02%
-8.0%
Q3 2022$56,198,000
-6.5%
1,649,964
-1.2%
0.02%0.0%
Q2 2022$60,081,000
-12.5%
1,669,845
+2.3%
0.02%
+8.7%
Q1 2022$68,703,000
-2.5%
1,633,064
+3.5%
0.02%
+15.0%
Q4 2021$70,480,000
+5.1%
1,577,094
+0.2%
0.02%
-4.8%
Q3 2021$67,073,000
+1.5%
1,574,485
+4.7%
0.02%0.0%
Q2 2021$66,091,000
+9.4%
1,504,123
+5.2%
0.02%
+5.0%
Q1 2021$60,427,000
+7.2%
1,429,537
-9.2%
0.02%
+5.3%
Q4 2020$56,352,000
+41.5%
1,574,079
+8.2%
0.02%
+26.7%
Q3 2020$39,831,000
+14.4%
1,454,751
+11.0%
0.02%0.0%
Q2 2020$34,832,000
+605.5%
1,310,966
+480.0%
0.02%
+650.0%
Q1 2020$4,937,000
-15.9%
226,046
+25.6%
0.00%0.0%
Q4 2019$5,870,000
+16.1%
179,905
+6.7%
0.00%0.0%
Q3 2019$5,058,000
-3.9%
168,616
-1.8%
0.00%0.0%
Q2 2019$5,261,000
+6.0%
171,688
+4.6%
0.00%0.0%
Q1 2019$4,964,000
-28.3%
164,195
-37.5%
0.00%
-33.3%
Q4 2018$6,920,000
-42.9%
262,508
-28.0%
0.00%
-40.0%
Q3 2018$12,112,000
+63.3%
364,373
+58.5%
0.01%
+66.7%
Q2 2018$7,419,000
+215.4%
229,834
+192.4%
0.00%
+200.0%
Q1 2018$2,352,000
-15.3%
78,598
-14.7%
0.00%0.0%
Q4 2017$2,778,000
+63.0%
92,152
+373.3%
0.00%0.0%
Q3 2017$1,704,000
-6.3%
19,471
-10.9%
0.00%0.0%
Q2 2017$1,819,000
-14.2%
21,842
-16.0%
0.00%0.0%
Q1 2017$2,119,000
+38.0%
25,989
+34.7%
0.00%0.0%
Q4 2016$1,536,000
+19.8%
19,295
+11.2%
0.00%0.0%
Q3 2016$1,282,000
+22.1%
17,351
+11.1%
0.00%0.0%
Q2 2016$1,050,000
+29.3%
15,621
+25.8%
0.00%0.0%
Q1 2016$812,000
+11.4%
12,420
+14.8%
0.00%
Q4 2015$729,000
-7.8%
10,818
-11.6%
0.00%
-100.0%
Q3 2015$791,000
+53.3%
12,236
+75.3%
0.00%
Q2 2015$516,000
+17.0%
6,980
+17.3%
0.00%
Q1 2015$441,000
+48.5%
5,953
+43.2%
0.00%
Q4 2014$297,0004,1580.00%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 310,740$11,466,29110.88%
Syntegra Private Wealth Group, LLC 1,800,694$66,445,61110.44%
Taylor & Morgan Wealth Management, LLC 272,824$10,067,1919.07%
Pachira Investments Inc. 217,427$8,023,0489.01%
Pinnacle Wealth Planning Services, Inc. 1,432,518$52,859,8968.71%
WALLER FINANCIAL PLANNING GROUP, INC 801,230$29,565,3758.60%
Financial Security Advisor, Inc. 457,335$16,875,6877.76%
RETIREMENT FINANCIAL SOLUTIONS, LLC 306,880$11,323,8727.63%
Garrett Wealth Advisory Group, LLC 424,884$15,678,2647.14%
Wall Capital Group, Inc. 138,972$5,018,2797.13%
View complete list of SPDR SER TR shareholders