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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,957 | -4.9% | 487 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $18,874 | +3.3% | 486 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $18,269 | +2.5% | 484 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $17,821 | +11.4% | 482 | +0.4% | 0.01% | +12.5% |
| Q3 2022 | $16,000 | -5.9% | 480 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $17,000 | -15.0% | 478 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $20,000 | -4.8% | 476 | 0.0% | 0.01% | -27.3% |
| Q4 2021 | $21,000 | +5.0% | 476 | +0.6% | 0.01% | +22.2% |
| Q3 2021 | $20,000 | -4.8% | 473 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 472 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +17.6% | 470 | +0.2% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +30.8% | 469 | +0.4% | 0.01% | +12.5% |
| Q3 2020 | $13,000 | +8.3% | 467 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $12,000 | +33.3% | 466 | +17.4% | 0.01% | +14.3% |
| Q1 2020 | $9,000 | -18.2% | 397 | +13.8% | 0.01% | +16.7% |
| Q4 2019 | $11,000 | +10.0% | 349 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | +900.0% | 349 | +1417.4% | 0.01% | +500.0% |
| Q2 2019 | $1,000 | -98.6% | 23 | -99.0% | 0.00% | -97.6% |
| Q1 2019 | $70,000 | +27.3% | 2,307 | +11.4% | 0.04% | +7.7% |
| Q4 2018 | $55,000 | -19.1% | 2,070 | +1.8% | 0.04% | -9.3% |
| Q3 2018 | $68,000 | +6.2% | 2,034 | +3.1% | 0.04% | -2.3% |
| Q2 2018 | $64,000 | – | 1,972 | – | 0.04% | – |
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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% |