SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,571 | -12.8% | 10,232 | -8.2% | 0.02% | -6.2% |
| Q2 2023 | $433,110 | +62.8% | 11,151 | +43.0% | 0.02% | +14.3% |
| Q3 2022 | $266,000 | -8.3% | 7,797 | -3.4% | 0.01% | -26.3% |
| Q2 2022 | $290,000 | -12.9% | 8,069 | +2.0% | 0.02% | 0.0% |
| Q1 2022 | $333,000 | -12.8% | 7,911 | -7.5% | 0.02% | -5.0% |
| Q4 2021 | $382,000 | -5.9% | 8,557 | -10.2% | 0.02% | -16.7% |
| Q3 2021 | $406,000 | +19.8% | 9,531 | +23.4% | 0.02% | +20.0% |
| Q2 2021 | $339,000 | +52.0% | 7,721 | +46.1% | 0.02% | +33.3% |
| Q1 2021 | $223,000 | -71.2% | 5,285 | -79.1% | 0.02% | -85.1% |
| Q2 2019 | $774,000 | +4.2% | 25,257 | +2.7% | 0.10% | -8.2% |
| Q1 2019 | $743,000 | -68.8% | 24,588 | -72.8% | 0.11% | -76.5% |
| Q4 2018 | $2,380,000 | – | 90,294 | – | 0.47% | – |
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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% |