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 | $22,671,987 | -3.2% | 614,417 | +2.6% | 6.09% | -1.6% |
| Q2 2023 | $23,428,875 | +3.5% | 599,051 | +0.0% | 6.19% | -0.6% |
| Q1 2023 | $22,625,936 | +5.5% | 599,045 | +3.3% | 6.23% | -3.8% |
| Q4 2022 | $21,439,685 | +11.2% | 579,921 | +2.5% | 6.47% | -0.0% |
| Q3 2022 | $19,279,000 | -5.0% | 566,032 | +0.4% | 6.47% | -3.3% |
| Q2 2022 | $20,285,000 | -10.4% | 563,795 | +4.8% | 6.70% | 0.0% |
| Q1 2022 | $22,628,000 | -2.5% | 537,871 | +3.6% | 6.70% | +0.0% |
| Q4 2021 | $23,202,000 | +11.2% | 519,180 | +6.0% | 6.69% | -2.9% |
| Q3 2021 | $20,861,000 | -2.6% | 489,689 | +0.5% | 6.90% | -9.2% |
| Q2 2021 | $21,415,000 | +10.4% | 487,375 | +6.2% | 7.60% | -3.7% |
| Q1 2021 | $19,390,000 | +15.9% | 458,720 | -1.8% | 7.89% | +7.2% |
| Q4 2020 | $16,730,000 | +34.5% | 467,307 | +2.9% | 7.36% | +15.6% |
| Q3 2020 | $12,435,000 | +6.1% | 454,171 | +3.0% | 6.37% | +2.0% |
| Q2 2020 | $11,720,000 | +33.2% | 441,092 | +9.5% | 6.24% | +9.4% |
| Q1 2020 | $8,799,000 | -24.3% | 402,906 | +13.1% | 5.70% | -14.1% |
| Q4 2019 | $11,627,000 | +10.9% | 356,341 | +1.9% | 6.64% | +3.5% |
| Q3 2019 | $10,487,000 | +3.0% | 349,573 | +5.2% | 6.42% | -0.4% |
| Q2 2019 | $10,178,000 | +5.3% | 332,185 | +7.3% | 6.44% | -0.3% |
| Q1 2019 | $9,666,000 | +25.5% | 309,612 | +6.0% | 6.46% | +6.0% |
| Q4 2018 | $7,699,000 | -10.8% | 292,070 | +12.4% | 6.10% | -3.2% |
| Q3 2018 | $8,636,000 | +11.2% | 259,816 | +8.0% | 6.30% | +0.1% |
| Q2 2018 | $7,764,000 | +11.9% | 240,519 | +3.7% | 6.29% | +9.8% |
| Q1 2018 | $6,937,000 | +265.9% | 231,845 | +268.7% | 5.73% | +234.4% |
| Q4 2017 | $1,896,000 | – | 62,887 | – | 1.71% | – |
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% |