SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 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% | – |
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% |