SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,002,514 | -10.7% | 27,168 | -6.0% | 0.16% | -9.8% |
| Q2 2023 | $1,122,790 | +32.0% | 28,908 | +28.4% | 0.17% | +22.5% |
| Q1 2023 | $850,355 | +24.9% | 22,514 | +22.2% | 0.14% | +15.4% |
| Q4 2022 | $680,988 | +22.5% | 18,420 | +12.9% | 0.12% | +13.9% |
| Q3 2022 | $556,000 | -18.2% | 16,314 | -13.6% | 0.11% | -18.2% |
| Q2 2022 | $680,000 | -33.5% | 18,892 | -22.3% | 0.13% | -27.9% |
| Q1 2022 | $1,023,000 | -30.4% | 24,307 | -49.3% | 0.18% | -33.7% |
| Q2 2019 | $1,469,000 | -50.5% | 47,936 | -51.2% | 0.28% | -52.0% |
| Q1 2019 | $2,969,000 | +8.8% | 98,203 | -5.7% | 0.58% | -3.2% |
| Q4 2018 | $2,729,000 | -16.2% | 104,128 | +2.9% | 0.59% | -19.2% |
| Q3 2018 | $3,255,000 | -0.5% | 101,160 | 0.0% | 0.74% | -0.1% |
| Q2 2018 | $3,271,000 | +11.7% | 101,160 | +3.2% | 0.74% | +2.1% |
| Q1 2018 | $2,929,000 | -3.5% | 98,028 | -2.5% | 0.72% | +1.3% |
| Q4 2017 | $3,034,000 | +2.7% | 100,499 | +200.4% | 0.71% | +3.8% |
| Q3 2017 | $2,954,000 | +5.7% | 33,455 | -1.5% | 0.69% | +0.4% |
| Q2 2017 | $2,796,000 | -1.0% | 33,951 | -4.7% | 0.68% | -6.8% |
| Q1 2017 | $2,825,000 | -3.1% | 35,623 | -2.2% | 0.73% | -11.3% |
| Q4 2016 | $2,914,000 | – | 36,410 | – | 0.83% | – |
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% |