SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,339 | -2.3% | 822,175 | +2.9% | 1.69% | -2.1% |
| Q2 2023 | $31,043 | +5.3% | 799,248 | +2.4% | 1.72% | +2.3% |
| Q1 2023 | $29,473 | +3.0% | 780,332 | +0.8% | 1.69% | -3.5% |
| Q4 2022 | $28,620 | -99.9% | 774,132 | +3.3% | 1.75% | -0.6% |
| Q3 2022 | $25,519,000 | -4.2% | 749,210 | +1.2% | 1.76% | -5.0% |
| Q2 2022 | $26,630,000 | -12.7% | 740,119 | +2.0% | 1.85% | -4.2% |
| Q1 2022 | $30,520,000 | -10.0% | 725,443 | -4.3% | 1.93% | -6.0% |
| Q4 2021 | $33,893,000 | +5.6% | 758,392 | +0.7% | 2.06% | -2.4% |
| Q3 2021 | $32,090,000 | +3.5% | 753,286 | +6.8% | 2.11% | +1.2% |
| Q2 2021 | $30,993,000 | +0.6% | 705,369 | -3.3% | 2.08% | -2.3% |
| Q1 2021 | $30,819,000 | +53.0% | 729,112 | +29.6% | 2.13% | +20.5% |
| Q4 2020 | $20,144,000 | +31.7% | 562,694 | +0.8% | 1.77% | +21.7% |
| Q3 2020 | $15,290,000 | +10.3% | 558,444 | +7.1% | 1.45% | -0.2% |
| Q2 2020 | $13,858,000 | +155.0% | 521,571 | +109.6% | 1.46% | +118.3% |
| Q1 2020 | $5,435,000 | -39.7% | 248,844 | -9.9% | 0.67% | -25.1% |
| Q4 2019 | $9,010,000 | +12.4% | 276,123 | +3.4% | 0.89% | +5.2% |
| Q3 2019 | $8,014,000 | +2.1% | 267,156 | +4.3% | 0.85% | -0.9% |
| Q2 2019 | $7,850,000 | +7.8% | 256,207 | +6.4% | 0.86% | +1.7% |
| Q1 2019 | $7,280,000 | +1738.4% | 240,824 | +1504.3% | 0.84% | +1517.3% |
| Q4 2018 | $396,000 | – | 15,011 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |