SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,041 | -5.0% | 7,806 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $303,185 | +3.5% | 7,806 | +0.7% | 0.04% | -5.3% |
| Q1 2023 | $292,906 | +16.3% | 7,755 | +13.8% | 0.04% | +11.8% |
| Q4 2022 | $251,951 | -23.4% | 6,815 | -11.7% | 0.03% | -30.6% |
| Q3 2022 | $329,000 | +18.3% | 7,719 | -0.2% | 0.05% | +22.5% |
| Q2 2022 | $278,000 | -14.5% | 7,737 | 0.0% | 0.04% | -9.1% |
| Q1 2022 | $325,000 | -2.4% | 7,737 | +3.9% | 0.04% | -12.0% |
| Q4 2021 | $333,000 | +1.2% | 7,445 | -3.5% | 0.05% | +2.0% |
| Q3 2021 | $329,000 | -0.6% | 7,719 | +2.4% | 0.05% | -2.0% |
| Q2 2021 | $331,000 | +2106.7% | 7,539 | +2005.9% | 0.05% | +2400.0% |
| Q1 2021 | $15,000 | +15.4% | 358 | -3.5% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +30.0% | 371 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 371 | +7.5% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +42.9% | 345 | +10.2% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -22.2% | 313 | +16.4% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | +12.5% | 269 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | +33.3% | 269 | +47.8% | 0.00% | +100.0% |
| Q2 2019 | $6,000 | +20.0% | 182 | +9.6% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | -98.0% | 166 | -98.3% | 0.00% | -98.7% |
| Q4 2018 | $254,000 | +8366.7% | 9,624 | +12238.5% | 0.08% | +7400.0% |
| Q3 2018 | $3,000 | +50.0% | 78 | +5.4% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | – | 74 | – | 0.00% | – |
Download | ||||||
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% |