SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,579,341 | +3.8% | 68,291 | +1.6% | 0.46% | -34.0% |
| Q4 2022 | $2,485,758 | -4.9% | 67,237 | -12.4% | 0.69% | -9.3% |
| Q3 2022 | $2,615,000 | -80.1% | 76,765 | -79.0% | 0.76% | -64.7% |
| Q2 2022 | $13,127,000 | -22.3% | 364,831 | -9.2% | 2.15% | -4.4% |
| Q1 2022 | $16,897,000 | -8.8% | 401,639 | -3.1% | 2.25% | +1.1% |
| Q4 2021 | $18,531,000 | +5.7% | 414,656 | +0.8% | 2.23% | -1.8% |
| Q3 2021 | $17,527,000 | +5.1% | 411,429 | +8.4% | 2.27% | +0.0% |
| Q2 2021 | $16,671,000 | +8.0% | 379,406 | +3.9% | 2.27% | +0.6% |
| Q1 2021 | $15,436,000 | +2.0% | 365,177 | -13.6% | 2.25% | -18.5% |
| Q4 2020 | $15,136,000 | +12.3% | 422,801 | -14.1% | 2.76% | -6.4% |
| Q3 2020 | $13,484,000 | -5.8% | 492,469 | -8.6% | 2.95% | -13.9% |
| Q2 2020 | $14,317,000 | +27.9% | 538,828 | +5.1% | 3.43% | -3.2% |
| Q1 2020 | $11,197,000 | -16.6% | 512,683 | +24.7% | 3.54% | +30.2% |
| Q4 2019 | $13,420,000 | +10.9% | 411,269 | +2.0% | 2.72% | +5.7% |
| Q3 2019 | $12,098,000 | -6.0% | 403,282 | -4.0% | 2.57% | -14.5% |
| Q2 2019 | $12,868,000 | +5.8% | 419,960 | +4.3% | 3.01% | +25.7% |
| Q1 2019 | $12,166,000 | +24.1% | 402,461 | +8.2% | 2.39% | +13.5% |
| Q4 2018 | $9,804,000 | -20.2% | 371,926 | +0.6% | 2.11% | -28.6% |
| Q3 2018 | $12,285,000 | +7.4% | 369,582 | +4.3% | 2.95% | -11.0% |
| Q2 2018 | $11,441,000 | +6.6% | 354,436 | -1.1% | 3.32% | +16.5% |
| Q1 2018 | $10,728,000 | – | 358,552 | – | 2.85% | – |
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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% |