SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,199,786 | -0.3% | 86,715 | +5.0% | 0.90% | -6.8% |
Q2 2023 | $3,208,200 | +8.5% | 82,600 | +5.5% | 0.96% | +5.4% |
Q1 2023 | $2,957,328 | +3.9% | 78,298 | +1.7% | 0.92% | -1.4% |
Q4 2022 | $2,845,800 | +7.7% | 76,976 | -0.8% | 0.93% | -0.7% |
Q3 2022 | $2,643,000 | -0.3% | 77,608 | +5.3% | 0.94% | +2.7% |
Q2 2022 | $2,652,000 | -14.1% | 73,695 | +0.4% | 0.91% | +0.9% |
Q1 2022 | $3,088,000 | +8.1% | 73,403 | +8.9% | 0.90% | +19.9% |
Q4 2021 | $2,856,000 | +3.2% | 67,415 | +3.8% | 0.75% | -10.7% |
Q3 2021 | $2,767,000 | -0.2% | 64,952 | +2.9% | 0.84% | -2.4% |
Q2 2021 | $2,773,000 | +4.6% | 63,118 | +0.6% | 0.86% | -1.8% |
Q1 2021 | $2,652,000 | +2.8% | 62,741 | -1.3% | 0.88% | +2.1% |
Q4 2020 | $2,580,000 | -90.5% | 63,588 | -93.6% | 0.86% | -84.8% |
Q3 2020 | $27,234,000 | +10.7% | 994,678 | +7.4% | 5.68% | +6.3% |
Q2 2020 | $24,602,000 | +22.9% | 925,950 | +1.0% | 5.34% | +5.0% |
Q1 2020 | $20,016,000 | – | 916,476 | – | 5.09% | – |
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% |