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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,068,677 | -8.6% | 56,062 | -3.8% | 0.40% | -4.7% |
| Q2 2023 | $2,263,311 | +5.8% | 58,273 | +2.9% | 0.42% | -5.2% |
| Q1 2023 | $2,139,886 | +0.4% | 56,656 | -1.7% | 0.44% | -5.7% |
| Q4 2022 | $2,131,679 | +5.7% | 57,660 | -2.6% | 0.47% | 0.0% |
| Q3 2022 | $2,017,000 | -1.8% | 59,220 | +3.8% | 0.47% | +2.8% |
| Q2 2022 | $2,053,000 | -14.2% | 57,058 | +0.3% | 0.46% | -1.7% |
| Q1 2022 | $2,393,000 | -7.7% | 56,873 | -1.9% | 0.47% | -1.5% |
| Q4 2021 | $2,592,000 | +3.3% | 58,002 | -1.5% | 0.47% | -0.2% |
| Q3 2021 | $2,509,000 | -1.7% | 58,904 | +1.4% | 0.48% | -3.8% |
| Q2 2021 | $2,552,000 | +1.4% | 58,081 | -2.5% | 0.49% | -8.3% |
| Q1 2021 | $2,517,000 | +11.9% | 59,550 | -5.2% | 0.54% | +6.7% |
| Q4 2020 | $2,249,000 | +28.7% | 62,811 | -1.6% | 0.50% | +17.7% |
| Q3 2020 | $1,748,000 | -7.1% | 63,841 | -9.8% | 0.43% | -12.8% |
| Q2 2020 | $1,881,000 | +60.5% | 70,791 | +32.0% | 0.49% | +39.8% |
| Q1 2020 | $1,172,000 | -24.5% | 53,643 | +12.8% | 0.35% | -11.3% |
| Q4 2019 | $1,553,000 | +11.0% | 47,569 | +2.0% | 0.40% | +2.3% |
| Q3 2019 | $1,399,000 | +7.9% | 46,628 | +10.2% | 0.39% | +5.7% |
| Q2 2019 | $1,296,000 | -1.1% | 42,323 | -2.4% | 0.37% | -2.7% |
| Q1 2019 | $1,310,000 | +23.5% | 43,364 | +7.7% | 0.38% | +10.6% |
| Q4 2018 | $1,061,000 | -22.2% | 40,257 | -1.8% | 0.34% | -15.4% |
| Q3 2018 | $1,363,000 | +2.5% | 41,005 | -0.5% | 0.40% | -3.8% |
| Q2 2018 | $1,330,000 | – | 41,196 | – | 0.42% | – |
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% |