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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,932,173 | -10.0% | 702,769 | -5.2% | 0.56% | -11.8% |
| Q2 2023 | $28,806,082 | +786.0% | 741,660 | +761.6% | 0.64% | +738.2% |
| Q1 2023 | $3,251,375 | +25.9% | 86,084 | +23.2% | 0.08% | +1.3% |
| Q4 2022 | $2,582,923 | +188.0% | 69,865 | +165.4% | 0.08% | +127.3% |
| Q3 2022 | $897,000 | +72.5% | 26,321 | +82.0% | 0.03% | +50.0% |
| Q2 2022 | $520,000 | -7.5% | 14,459 | +8.2% | 0.02% | +4.8% |
| Q1 2022 | $562,000 | +4.9% | 13,369 | +11.4% | 0.02% | +10.5% |
| Q4 2021 | $536,000 | +3.3% | 11,998 | -1.5% | 0.02% | -9.5% |
| Q3 2021 | $519,000 | +8550.0% | 12,181 | +6311.1% | 0.02% | – |
| Q2 2019 | $6,000 | -14.3% | 190 | -16.7% | 0.00% | -100.0% |
| Q1 2019 | $7,000 | 0.0% | 228 | -14.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -81.1% | 265 | -76.6% | 0.00% | -87.5% |
| Q2 2018 | $37,000 | +311.1% | 1,132 | +294.4% | 0.01% | +300.0% |
| Q1 2018 | $9,000 | – | 287 | – | 0.00% | – |
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% |