SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $426,566 | +14.3% | 10,113 | 0.0% | 0.05% | 0.0% |
| Q3 2023 | $373,170 | +92.2% | 10,113 | +102.3% | 0.05% | +96.0% |
| Q2 2023 | $194,200 | +2.8% | 5,000 | 0.0% | 0.02% | -3.8% |
| Q1 2023 | $188,850 | +2.2% | 5,000 | 0.0% | 0.03% | -3.7% |
| Q4 2022 | $184,850 | +8.5% | 5,000 | 0.0% | 0.03% | +3.8% |
| Q3 2022 | $170,300 | -5.3% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $179,900 | -14.5% | 5,000 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $210,350 | -5.9% | 5,000 | 0.0% | 0.03% | -3.6% |
| Q4 2021 | $223,450 | +4.9% | 5,000 | 0.0% | 0.03% | -6.7% |
| Q3 2021 | $213,000 | -3.0% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $219,700 | +4.0% | 5,000 | 0.0% | 0.03% | -6.2% |
| Q1 2021 | $211,350 | +18.1% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $179,000 | +30.8% | 5,000 | 0.0% | 0.03% | +14.3% |
| Q3 2020 | $136,900 | -14.1% | 5,000 | -16.7% | 0.03% | -22.2% |
| Q2 2020 | $159,420 | -9.9% | 6,000 | -25.9% | 0.04% | -21.7% |
| Q1 2020 | $176,904 | – | 8,100 | – | 0.05% | – |
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% |