SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,763,291 | +16.1% | 101,986 | +22.2% | 0.17% | +16.7% |
| Q2 2023 | $3,242,426 | +4.9% | 83,482 | +2.1% | 0.14% | -4.6% |
| Q1 2023 | $3,089,679 | -9.3% | 81,802 | +0.7% | 0.15% | -12.2% |
| Q4 2022 | $3,407,940 | +13.0% | 81,258 | +2.1% | 0.17% | 0.0% |
| Q3 2022 | $3,016,000 | +2.3% | 79,587 | +7.0% | 0.17% | +1.2% |
| Q2 2022 | $2,947,000 | +2.7% | 74,395 | +9.1% | 0.17% | -7.1% |
| Q1 2022 | $2,869,000 | -1.4% | 68,203 | +4.7% | 0.18% | -8.5% |
| Q4 2021 | $2,911,000 | +4.3% | 65,131 | -0.6% | 0.20% | -13.0% |
| Q3 2021 | $2,792,000 | -4.4% | 65,539 | -1.4% | 0.23% | -11.5% |
| Q2 2021 | $2,922,000 | -0.7% | 66,497 | -4.5% | 0.26% | -19.0% |
| Q1 2021 | $2,942,000 | -36.5% | 69,606 | -42.8% | 0.32% | -47.0% |
| Q4 2020 | $4,632,000 | +67.0% | 121,669 | +20.1% | 0.61% | +55.8% |
| Q3 2020 | $2,773,000 | +7.9% | 101,273 | +4.7% | 0.39% | -2.8% |
| Q2 2020 | $2,570,000 | +77.1% | 96,733 | +45.6% | 0.40% | +47.1% |
| Q1 2020 | $1,451,000 | +2.8% | 66,460 | +53.7% | 0.27% | +13.3% |
| Q4 2019 | $1,411,000 | +18.8% | 43,253 | +9.2% | 0.24% | +1.7% |
| Q3 2019 | $1,188,000 | +4.4% | 39,593 | +6.5% | 0.24% | -9.2% |
| Q2 2019 | $1,138,000 | +12.2% | 37,171 | +10.7% | 0.26% | +0.4% |
| Q1 2019 | $1,014,000 | -11.0% | 33,568 | -22.3% | 0.26% | -7.5% |
| Q4 2018 | $1,139,000 | -26.2% | 43,202 | -7.0% | 0.28% | -30.9% |
| Q3 2018 | $1,544,000 | -72.4% | 46,460 | -73.2% | 0.40% | -76.0% |
| Q2 2018 | $5,593,000 | +16.7% | 173,260 | +8.2% | 1.68% | -5.3% |
| Q1 2018 | $4,793,000 | +186.5% | 160,201 | +188.7% | 1.78% | +128.2% |
| Q4 2017 | $1,673,000 | – | 55,493 | – | 0.78% | – |
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% |