SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $787,889 | +30.2% | 21,352 | +37.0% | 0.31% | +33.3% |
Q2 2023 | $605,166 | +2.7% | 15,581 | -0.1% | 0.23% | -2.9% |
Q1 2023 | $589,212 | +3.0% | 15,600 | +0.8% | 0.24% | -14.8% |
Q4 2022 | $572,222 | -16.6% | 15,478 | -23.2% | 0.28% | -17.0% |
Q3 2022 | $686,000 | +27.3% | 20,152 | +34.6% | 0.34% | +38.1% |
Q2 2022 | $539,000 | -31.9% | 14,977 | -20.4% | 0.25% | -22.8% |
Q1 2022 | $791,000 | -31.0% | 18,804 | -26.7% | 0.32% | -30.9% |
Q4 2021 | $1,147,000 | +9.6% | 25,656 | +4.3% | 0.46% | -0.6% |
Q3 2021 | $1,047,000 | +4.3% | 24,588 | +7.7% | 0.47% | +3.1% |
Q2 2021 | $1,004,000 | -14.3% | 22,838 | -17.6% | 0.45% | -22.5% |
Q1 2021 | $1,172,000 | +6.0% | 27,720 | -10.3% | 0.58% | -1.9% |
Q4 2020 | $1,106,000 | +32.3% | 30,889 | +1.2% | 0.59% | +14.2% |
Q3 2020 | $836,000 | -0.6% | 30,532 | -3.5% | 0.52% | -8.3% |
Q2 2020 | $841,000 | – | 31,648 | – | 0.57% | – |
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% |