SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,124,548 | -3.1% | 111,776 | +2.0% | 0.48% | -1.9% |
| Q2 2023 | $4,255,208 | +5.0% | 109,557 | +2.1% | 0.49% | +3.8% |
| Q1 2023 | $4,051,097 | +3.3% | 107,257 | +1.1% | 0.47% | +3.1% |
| Q4 2022 | $3,922,554 | +16.7% | 106,101 | +7.6% | 0.45% | +6.3% |
| Q3 2022 | $3,360,000 | -1.6% | 98,638 | +4.0% | 0.43% | +3.1% |
| Q2 2022 | $3,414,000 | -13.5% | 94,876 | +1.1% | 0.41% | -3.5% |
| Q1 2022 | $3,947,000 | -7.1% | 93,812 | -1.3% | 0.43% | +0.7% |
| Q4 2021 | $4,249,000 | +5.8% | 95,085 | +0.9% | 0.43% | -46.7% |
| Q3 2021 | $4,016,000 | -5.6% | 94,268 | -2.6% | 0.80% | -4.9% |
| Q2 2021 | $4,255,000 | +1.0% | 96,827 | -2.9% | 0.84% | -5.2% |
| Q1 2021 | $4,214,000 | +13.4% | 99,697 | -4.0% | 0.89% | +6.5% |
| Q4 2020 | $3,717,000 | +19.2% | 103,814 | -8.9% | 0.83% | +6.4% |
| Q3 2020 | $3,119,000 | -5.4% | 113,915 | -8.2% | 0.78% | -12.0% |
| Q2 2020 | $3,298,000 | +5.1% | 124,119 | -13.6% | 0.89% | -8.5% |
| Q1 2020 | $3,138,000 | -38.8% | 143,690 | -8.6% | 0.97% | -26.6% |
| Q4 2019 | $5,131,000 | +11.5% | 157,242 | +2.5% | 1.32% | +1.9% |
| Q3 2019 | $4,602,000 | -1.9% | 153,410 | +0.2% | 1.30% | -4.3% |
| Q2 2019 | $4,691,000 | +4.9% | 153,101 | +3.5% | 1.36% | -1.4% |
| Q1 2019 | $4,474,000 | +21.6% | 147,985 | +6.0% | 1.38% | +9.2% |
| Q4 2018 | $3,679,000 | -7.4% | 139,582 | +16.7% | 1.26% | +0.1% |
| Q3 2018 | $3,975,000 | +18.1% | 119,579 | +14.7% | 1.26% | +8.2% |
| Q2 2018 | $3,366,000 | +15.0% | 104,282 | +6.6% | 1.16% | +0.4% |
| Q1 2018 | $2,926,000 | +6.6% | 97,793 | +7.5% | 1.16% | +8.5% |
| Q4 2017 | $2,744,000 | – | 90,997 | – | 1.07% | – |
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% |