SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $82,000 | +192.9% | 1,845 | +184.3% | 0.01% | +150.0% |
| Q3 2021 | $28,000 | +55.6% | 649 | +59.1% | 0.00% | +100.0% |
| Q2 2021 | $18,000 | -18.2% | 408 | -19.7% | 0.00% | -50.0% |
| Q1 2021 | $22,000 | -95.0% | 508 | -95.9% | 0.00% | -95.3% |
| Q4 2020 | $444,000 | +4340.0% | 12,388 | +3185.9% | 0.04% | +4200.0% |
| Q3 2020 | $10,000 | -41.2% | 377 | -51.5% | 0.00% | -50.0% |
| Q1 2020 | $17,000 | -98.9% | 778 | -98.4% | 0.00% | -98.8% |
| Q4 2019 | $1,612,000 | +10.9% | 49,398 | +2.0% | 0.17% | +5.1% |
| Q3 2019 | $1,454,000 | +5958.3% | 48,452 | +6127.8% | 0.16% | +5166.7% |
| Q2 2019 | $24,000 | +60.0% | 778 | +35.5% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | +200.0% | 574 | +282.7% | 0.00% | +50.0% |
| Q3 2018 | $5,000 | +25.0% | 150 | +200.0% | 0.00% | +100.0% |
| Q3 2017 | $4,000 | – | 50 | – | 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% |