SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,184,000 | +6.4% | 128,190 | -2.2% | 0.03% | 0.0% |
| Q3 2019 | $3,933,000 | +9.6% | 131,097 | +11.9% | 0.03% | +3.6% |
| Q2 2019 | $3,590,000 | +18.3% | 117,147 | +16.7% | 0.03% | +12.0% |
| Q1 2019 | $3,034,000 | -31.4% | 100,354 | -40.2% | 0.02% | -41.9% |
| Q4 2018 | $4,424,000 | -20.3% | 167,795 | +0.4% | 0.04% | -23.2% |
| Q3 2018 | $5,553,000 | +726.3% | 167,058 | +702.5% | 0.06% | +522.2% |
| Q2 2018 | $672,000 | -79.9% | 20,816 | -81.4% | 0.01% | -80.4% |
| Q1 2018 | $3,348,000 | +824.9% | 111,892 | +831.6% | 0.05% | +820.0% |
| Q4 2017 | $362,000 | +130.6% | 12,011 | +570.6% | 0.01% | +150.0% |
| Q3 2017 | $157,000 | +96.2% | 1,791 | +86.4% | 0.00% | +100.0% |
| Q2 2017 | $80,000 | +19.4% | 961 | +16.5% | 0.00% | 0.0% |
| Q1 2017 | $67,000 | +34.0% | 825 | +32.0% | 0.00% | 0.0% |
| Q4 2016 | $50,000 | -18.0% | 625 | -24.2% | 0.00% | 0.0% |
| Q3 2016 | $61,000 | +10.9% | 825 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $55,000 | – | 825 | – | 0.00% | – |
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% |