SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
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 | 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% |