SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 212 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $255,996 | -13.4% | 6,938 | -8.9% | 0.03% | -9.4% |
Q2 2023 | $295,762 | -1.8% | 7,615 | -4.5% | 0.03% | +10.3% |
Q1 2023 | $301,063 | -1.3% | 7,971 | -3.4% | 0.03% | 0.0% |
Q4 2022 | $304,982 | -10.3% | 8,249 | -17.3% | 0.03% | -29.3% |
Q3 2022 | $340,000 | -5.0% | 9,971 | +0.3% | 0.04% | +13.9% |
Q2 2022 | $358,000 | -99.9% | 9,945 | -0.4% | 0.04% | +5.9% |
Q1 2022 | $419,976,000 | -2.1% | 9,983 | +3.9% | 0.03% | -2.9% |
Q4 2021 | $429,185,000 | +5.0% | 9,604 | +0.1% | 0.04% | -2.8% |
Q3 2021 | $408,823,000 | +119789.4% | 9,597 | +23.8% | 0.04% | -16.3% |
Q2 2021 | $341,000 | -18.2% | 7,753 | -21.4% | 0.04% | -2.3% |
Q1 2021 | $417,000 | +23.0% | 9,863 | +4.2% | 0.04% | +2.3% |
Q4 2020 | $339,000 | -8.9% | 9,464 | -24.0% | 0.04% | -14.0% |
Q3 2020 | $372,000 | +5.7% | 12,452 | -6.1% | 0.05% | -12.3% |
Q2 2020 | $352,000 | +10.3% | 13,257 | -9.1% | 0.06% | -14.9% |
Q1 2020 | $319,000 | -25.1% | 14,591 | +11.5% | 0.07% | -8.2% |
Q4 2019 | $426,000 | +9.8% | 13,087 | +12.3% | 0.07% | +32.7% |
Q3 2018 | $388,000 | – | 11,658 | – | 0.06% | – |
Download |
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% |