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 | $3,302,896 | -5.9% | 89,505 | -9.4% | 0.15% | +92.2% |
Q2 2023 | $3,510,416 | +2.9% | 98,756 | -6.6% | 0.08% | -48.0% |
Q1 2023 | $3,410,171 | +32851.7% | 105,739 | -66.3% | 0.15% | -46.4% |
Q4 2022 | $10,349 | -99.9% | 314,062 | -7.9% | 0.28% | -5.8% |
Q3 2022 | $11,230,000 | +43.5% | 341,140 | +42.6% | 0.29% | +19.1% |
Q2 2022 | $7,826,000 | -33.8% | 239,154 | -33.9% | 0.25% | +67.3% |
Q1 2022 | $11,830,000 | +125.8% | 361,852 | +210.1% | 0.15% | +44.1% |
Q4 2021 | $5,240,000 | -51.9% | 116,683 | -54.3% | 0.10% | -53.2% |
Q3 2021 | $10,902,000 | +9.5% | 255,488 | +12.9% | 0.22% | +5.8% |
Q2 2021 | $9,953,000 | +28.4% | 226,361 | +23.4% | 0.21% | +36.4% |
Q1 2021 | $7,749,000 | +42.5% | 183,386 | +20.9% | 0.15% | -31.4% |
Q4 2020 | $5,437,000 | +109.7% | 151,719 | +59.4% | 0.22% | +41.9% |
Q3 2020 | $2,593,000 | +163.5% | 95,205 | +154.0% | 0.16% | +98.7% |
Q2 2020 | $984,000 | +9.3% | 37,482 | -7.0% | 0.08% | -14.3% |
Q1 2020 | $900,000 | -60.7% | 40,302 | -42.5% | 0.09% | -47.1% |
Q4 2019 | $2,289,000 | -50.6% | 70,101 | -54.8% | 0.17% | -44.5% |
Q3 2019 | $4,634,000 | +1731.6% | 155,227 | +1749.9% | 0.31% | +785.7% |
Q1 2019 | $253,000 | -85.5% | 8,391 | -87.4% | 0.04% | -67.0% |
Q4 2018 | $1,742,000 | -47.3% | 66,574 | -33.0% | 0.11% | -21.5% |
Q3 2018 | $3,303,000 | +43.2% | 99,364 | +39.1% | 0.14% | +39.2% |
Q2 2018 | $2,306,000 | +197.9% | 71,442 | +178.2% | 0.10% | +177.1% |
Q1 2018 | $774,000 | 0.0% | 25,678 | 0.0% | 0.04% | 0.0% |
Q4 2017 | $774,000 | +14.0% | 25,678 | +230.8% | 0.04% | +29.6% |
Q3 2017 | $679,000 | +6.3% | 7,762 | +1.2% | 0.03% | 0.0% |
Q2 2017 | $639,000 | +5.8% | 7,673 | +3.6% | 0.03% | +3.8% |
Q1 2017 | $604,000 | +2.7% | 7,408 | +0.3% | 0.03% | -7.1% |
Q4 2016 | $588,000 | +13.5% | 7,388 | +5.5% | 0.03% | +3.7% |
Q3 2016 | $518,000 | +37.8% | 7,005 | +25.2% | 0.03% | +28.6% |
Q2 2016 | $376,000 | +48.6% | 5,597 | -33.3% | 0.02% | -40.0% |
Q1 2016 | $253,000 | -20.7% | 8,391 | +77.4% | 0.04% | +66.7% |
Q4 2015 | $319,000 | – | 4,731 | – | 0.02% | – |
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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% |