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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,346,000 | +26.7% | 52,494 | +20.8% | 0.71% | +12.5% |
| Q3 2021 | $1,851,000 | +153.2% | 43,441 | +161.2% | 0.63% | +149.2% |
| Q2 2021 | $731,000 | +67.3% | 16,630 | +60.9% | 0.25% | +48.5% |
| Q1 2021 | $437,000 | +32.0% | 10,336 | +11.8% | 0.17% | +26.7% |
| Q4 2020 | $331,000 | -39.4% | 9,246 | +5.7% | 0.14% | -47.3% |
| Q3 2020 | $546,000 | -52.8% | 8,749 | -75.3% | 0.26% | -64.3% |
| Q4 2019 | $1,158,000 | -32.9% | 35,487 | -37.7% | 0.72% | -8.3% |
| Q3 2019 | $1,726,000 | +113.3% | 56,980 | +115.8% | 0.78% | +50.7% |
| Q2 2019 | $809,000 | +55.0% | 26,399 | +52.9% | 0.52% | +40.3% |
| Q1 2019 | $522,000 | +1988.0% | 17,265 | +2088.2% | 0.37% | +2076.5% |
| Q2 2018 | $25,000 | – | 789 | – | 0.02% | – |
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% |