SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,488,014 | -2.4% | 528,128 | +2.7% | 2.23% | -0.7% |
Q2 2023 | $19,965,985 | +4.9% | 514,057 | +2.0% | 2.25% | -7.6% |
Q1 2023 | $19,037,797 | +9.1% | 504,045 | +6.8% | 2.43% | +0.9% |
Q4 2022 | $17,450,466 | +11.5% | 472,017 | +2.8% | 2.41% | +4.5% |
Q3 2022 | $15,646,000 | -1.0% | 459,372 | +4.6% | 2.31% | +4.8% |
Q2 2022 | $15,798,000 | -15.1% | 439,087 | -0.7% | 2.20% | -5.3% |
Q1 2022 | $18,609,000 | -9.0% | 442,345 | -3.4% | 2.32% | -6.4% |
Q4 2021 | $20,455,000 | +10.3% | 457,713 | +5.1% | 2.48% | -1.8% |
Q3 2021 | $18,549,000 | -1.9% | 435,424 | +1.2% | 2.53% | -29.5% |
Q2 2021 | $18,910,000 | +12.5% | 430,356 | +8.2% | 3.59% | +5.4% |
Q1 2021 | $16,804,000 | +29.5% | 397,559 | +9.7% | 3.40% | +11.9% |
Q4 2020 | $12,980,000 | +55.8% | 362,498 | +19.2% | 3.04% | +34.0% |
Q3 2020 | $8,330,000 | +5.8% | 304,209 | +2.6% | 2.27% | -3.9% |
Q2 2020 | $7,872,000 | +51.9% | 296,358 | +25.0% | 2.36% | +25.7% |
Q1 2020 | $5,182,000 | – | 237,100 | – | 1.88% | – |
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% |