SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,810 | -58.9% | 14,358 | -56.7% | 0.33% | -58.2% |
| Q2 2023 | $1,288,284 | +13.7% | 33,169 | +10.6% | 0.79% | +5.9% |
| Q1 2023 | $1,133,138 | +4.0% | 30,001 | +1.8% | 0.74% | -4.3% |
| Q4 2022 | $1,089,728 | +7.8% | 29,476 | -0.7% | 0.78% | -4.2% |
| Q3 2022 | $1,011,000 | -2.0% | 29,670 | +3.5% | 0.81% | +0.6% |
| Q2 2022 | $1,032,000 | -10.6% | 28,679 | +4.5% | 0.80% | -0.7% |
| Q1 2022 | $1,154,000 | -1.2% | 27,438 | +5.0% | 0.81% | +0.9% |
| Q4 2021 | $1,168,000 | +13.1% | 26,138 | +7.8% | 0.80% | +2.8% |
| Q3 2021 | $1,033,000 | +0.9% | 24,250 | +4.0% | 0.78% | -2.4% |
| Q2 2021 | $1,024,000 | +9.3% | 23,308 | +5.1% | 0.80% | -1.5% |
| Q1 2021 | $937,000 | +63.5% | 22,169 | +38.6% | 0.81% | +56.0% |
| Q4 2020 | $573,000 | +18.6% | 15,995 | -11.9% | 0.52% | -22.6% |
| Q2 2020 | $483,000 | -33.7% | 18,163 | -45.5% | 0.67% | -29.4% |
| Q1 2020 | $728,000 | -33.1% | 33,332 | -0.1% | 0.95% | -12.9% |
| Q4 2019 | $1,089,000 | – | 33,362 | – | 1.09% | – |
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% |