SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,457 | -36.9% | 988 | -33.6% | 0.00% | -50.0% |
| Q2 2023 | $57,794 | +18.2% | 1,488 | +14.9% | 0.00% | 0.0% |
| Q1 2023 | $48,912 | +2839.4% | 1,295 | +2777.8% | 0.00% | – |
| Q4 2022 | $1,664 | -16.8% | 45 | -26.2% | 0.00% | – |
| Q3 2022 | $2,000 | -85.7% | 61 | -84.2% | 0.00% | -100.0% |
| Q2 2022 | $14,000 | +366.7% | 386 | +532.8% | 0.00% | – |
| Q1 2022 | $3,000 | -89.7% | 61 | -90.6% | 0.00% | -100.0% |
| Q4 2021 | $29,000 | +480.0% | 647 | +453.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 117 | +0.9% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 116 | -1.7% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 118 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 118 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 118 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 118 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -50.0% | 118 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | -95.6% | 118 | -96.1% | 0.00% | -100.0% |
| Q3 2019 | $91,000 | -58.3% | 3,038 | -57.4% | 0.01% | -61.9% |
| Q2 2019 | $218,000 | -88.5% | 7,126 | -88.6% | 0.02% | -90.1% |
| Q1 2019 | $1,891,000 | +405.6% | 62,563 | +340.0% | 0.21% | +307.7% |
| Q4 2018 | $374,000 | -43.0% | 14,220 | -28.0% | 0.05% | -35.8% |
| Q3 2018 | $656,000 | +2.8% | 19,750 | -0.2% | 0.08% | -11.0% |
| Q2 2018 | $638,000 | -17.5% | 19,784 | -23.4% | 0.09% | -24.8% |
| Q1 2018 | $773,000 | – | 25,839 | – | 0.12% | – |
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% |