SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $154,000 | -66.5% | 4,536 | -64.5% | 0.02% | -60.8% |
| Q2 2022 | $460,000 | -8.5% | 12,776 | +6.9% | 0.05% | -5.6% |
| Q1 2022 | $503,000 | -12.8% | 11,956 | -7.3% | 0.05% | -11.5% |
| Q4 2021 | $577,000 | +0.7% | 12,903 | -4.0% | 0.06% | -4.7% |
| Q3 2021 | $573,000 | -0.9% | 13,442 | +2.1% | 0.06% | +1.6% |
| Q2 2021 | $578,000 | -22.8% | 13,161 | -25.7% | 0.06% | -43.8% |
| Q1 2021 | $749,000 | +131.9% | 17,720 | +96.4% | 0.11% | +96.5% |
| Q4 2020 | $323,000 | +94.6% | 9,023 | +48.8% | 0.06% | +62.9% |
| Q3 2020 | $166,000 | -7.8% | 6,063 | -0.9% | 0.04% | -10.3% |
| Q2 2020 | $180,000 | +20.8% | 6,119 | -8.0% | 0.04% | -2.5% |
| Q1 2020 | $149,000 | -46.8% | 6,650 | -22.9% | 0.04% | -39.4% |
| Q4 2019 | $280,000 | – | 8,629 | – | 0.07% | – |
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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% |