SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,199 | +18.7% | 11,523 | +25.0% | 0.07% | +17.5% |
| Q2 2023 | $358,066 | -5.7% | 9,219 | -8.3% | 0.06% | -13.6% |
| Q1 2023 | $379,702 | -6.9% | 10,053 | -8.8% | 0.07% | -10.8% |
| Q4 2022 | $407,631 | -2.5% | 11,026 | -2.2% | 0.07% | -20.4% |
| Q3 2022 | $418,000 | -4.1% | 11,278 | -6.8% | 0.09% | +19.2% |
| Q2 2022 | $436,000 | -16.3% | 12,104 | -2.3% | 0.08% | -7.1% |
| Q1 2022 | $521,000 | -6.0% | 12,392 | +0.0% | 0.08% | -5.6% |
| Q4 2021 | $554,000 | -2.6% | 12,389 | -7.2% | 0.09% | -12.7% |
| Q3 2021 | $569,000 | -26.8% | 13,352 | -24.5% | 0.10% | -27.1% |
| Q2 2021 | $777,000 | -8.5% | 17,677 | -12.0% | 0.14% | -16.2% |
| Q1 2021 | $849,000 | +10.5% | 20,092 | -6.6% | 0.17% | +0.6% |
| Q4 2020 | $768,000 | +10.0% | 21,503 | -15.6% | 0.17% | 0.0% |
| Q3 2020 | $698,000 | +71.1% | 25,479 | +65.7% | 0.17% | +62.7% |
| Q2 2020 | $408,000 | +14.9% | 15,374 | -5.5% | 0.10% | -1.9% |
| Q1 2020 | $355,000 | +12.0% | 16,268 | +67.6% | 0.10% | +33.3% |
| Q4 2019 | $317,000 | – | 9,707 | – | 0.08% | – |
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% |