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 | $3,728,525 | -18.1% | 101,044 | -13.8% | 0.04% | -19.6% |
| Q2 2023 | $4,552,458 | +9.8% | 117,211 | +6.7% | 0.05% | -1.9% |
| Q1 2023 | $4,147,944 | +317.0% | 109,821 | +82.5% | 0.05% | +92.6% |
| Q4 2022 | $994,694 | -42.1% | 60,169 | +19.3% | 0.03% | -3.6% |
| Q3 2022 | $1,718,000 | +8.1% | 50,440 | +14.2% | 0.03% | +7.7% |
| Q2 2022 | $1,589,000 | +6.9% | 44,172 | +25.1% | 0.03% | +8.3% |
| Q1 2022 | $1,486,000 | +21.9% | 35,302 | +29.4% | 0.02% | +33.3% |
| Q4 2021 | $1,219,000 | +52.4% | 27,277 | +45.2% | 0.02% | -10.0% |
| Q3 2021 | $800,000 | +19.0% | 18,787 | +22.9% | 0.02% | +11.1% |
| Q2 2021 | $672,000 | +136.6% | 15,287 | +127.7% | 0.02% | +125.0% |
| Q1 2021 | $284,000 | -3.7% | 6,713 | -18.6% | 0.01% | -20.0% |
| Q4 2020 | $295,000 | +32.3% | 8,246 | +1.2% | 0.01% | +25.0% |
| Q3 2020 | $223,000 | +9.9% | 8,147 | +6.5% | 0.01% | 0.0% |
| Q2 2020 | $203,000 | -21.9% | 7,650 | -11.8% | 0.01% | -33.3% |
| Q3 2019 | $260,000 | -2.3% | 8,673 | 0.0% | 0.01% | -25.0% |
| Q2 2019 | $266,000 | +1.5% | 8,673 | 0.0% | 0.02% | -5.9% |
| Q1 2019 | $262,000 | +14.4% | 8,673 | 0.0% | 0.02% | +13.3% |
| Q4 2018 | $229,000 | -20.5% | 8,673 | 0.0% | 0.02% | -31.8% |
| Q3 2018 | $288,000 | +13.8% | 8,673 | 0.0% | 0.02% | -24.1% |
| Q1 2018 | $253,000 | – | 8,673 | – | 0.03% | – |
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% |