SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 258 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $26,000 | -62.3% | 733 | -55.1% | 0.02% | -56.4% |
| Q1 2022 | $69,000 | -5.5% | 1,633 | 0.0% | 0.04% | -4.9% |
| Q4 2021 | $73,000 | +4.3% | 1,633 | 0.0% | 0.04% | -6.8% |
| Q3 2021 | $70,000 | -2.8% | 1,633 | 0.0% | 0.04% | +2.3% |
| Q2 2021 | $72,000 | +4.3% | 1,633 | 0.0% | 0.04% | -4.4% |
| Q1 2021 | $69,000 | +19.0% | 1,633 | 0.0% | 0.04% | +9.8% |
| Q4 2020 | $58,000 | +28.9% | 1,633 | 0.0% | 0.04% | +5.1% |
| Q3 2020 | $45,000 | +4.7% | 1,633 | 0.0% | 0.04% | +5.4% |
| Q2 2020 | $43,000 | +19.4% | 1,633 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $36,000 | +300.0% | 1,633 | +504.8% | 0.04% | +428.6% |
| Q4 2019 | $9,000 | – | 270 | – | 0.01% | – |
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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% |