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 | $6,426,800 | -3.5% | 174,168 | +1.6% | 0.71% | -1.7% |
| Q2 2023 | $6,657,568 | +8.4% | 171,410 | +5.4% | 0.72% | +2.6% |
| Q1 2023 | $6,141,640 | +7.6% | 162,606 | +5.3% | 0.70% | -0.8% |
| Q4 2022 | $5,706,810 | +15.7% | 154,363 | +6.6% | 0.71% | +3.8% |
| Q3 2022 | $4,933,000 | +4.0% | 144,849 | +9.9% | 0.68% | +0.7% |
| Q2 2022 | $4,744,000 | -4.3% | 131,860 | +3.1% | 0.68% | -0.6% |
| Q1 2022 | $4,959,000 | -10.4% | 127,834 | +3.2% | 0.68% | -7.2% |
| Q4 2021 | $5,536,000 | +3.1% | 123,882 | -1.8% | 0.73% | -7.1% |
| Q3 2021 | $5,371,000 | -0.5% | 126,089 | +0.2% | 0.79% | -5.3% |
| Q2 2021 | $5,399,000 | -10.2% | 125,890 | -11.5% | 0.83% | -10.5% |
| Q1 2021 | $6,010,000 | +4.4% | 142,193 | -2.7% | 0.93% | -1.6% |
| Q4 2020 | $5,754,000 | +43.9% | 146,203 | +0.1% | 0.95% | +20.0% |
| Q3 2020 | $3,998,000 | +0.7% | 146,039 | +3.2% | 0.79% | -3.7% |
| Q2 2020 | $3,969,000 | +48.2% | 141,508 | +15.4% | 0.82% | +20.1% |
| Q1 2020 | $2,678,000 | +10.8% | 122,649 | +65.6% | 0.68% | +27.5% |
| Q4 2019 | $2,417,000 | +9.6% | 74,077 | +0.8% | 0.54% | +1.7% |
| Q3 2019 | $2,205,000 | -3.8% | 73,520 | -1.8% | 0.53% | -8.0% |
| Q2 2019 | $2,293,000 | +18.6% | 74,856 | +17.0% | 0.57% | +9.6% |
| Q1 2019 | $1,933,000 | +10.5% | 63,955 | -3.7% | 0.52% | -3.3% |
| Q4 2018 | $1,749,000 | – | 66,383 | – | 0.54% | – |
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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% |