SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 185 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,624,054 | -7.0% | 71,112 | -2.1% | 0.25% | -1.6% |
| Q2 2023 | $2,820,488 | +19.0% | 72,618 | +15.8% | 0.25% | +8.2% |
| Q1 2023 | $2,369,538 | +20.7% | 62,736 | +8.8% | 0.23% | +6.4% |
| Q3 2022 | $1,963,000 | -5.4% | 57,646 | -0.0% | 0.22% | -4.8% |
| Q2 2022 | $2,075,000 | -14.8% | 57,670 | -0.4% | 0.23% | -3.0% |
| Q1 2022 | $2,435,000 | -51.4% | 57,877 | -48.5% | 0.24% | -50.4% |
| Q4 2021 | $5,014,000 | +9.1% | 112,476 | +4.2% | 0.48% | -2.2% |
| Q3 2021 | $4,597,000 | -2.1% | 107,921 | +1.0% | 0.49% | -1.0% |
| Q2 2021 | $4,697,000 | +51.8% | 106,899 | +46.1% | 0.49% | +35.0% |
| Q1 2021 | $3,094,000 | -83.5% | 73,193 | -88.0% | 0.37% | +73.5% |
| Q2 2018 | $18,709,000 | +7068.2% | 607,504 | +6751.3% | 0.21% | +322.0% |
| Q1 2018 | $261,000 | – | 8,867 | – | 0.05% | – |
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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% |