SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $139,185 | +30.4% | 3,685 | +27.6% | 0.01% | +33.3% |
| Q4 2022 | $106,723 | -22.7% | 2,887 | -28.6% | 0.01% | -33.3% |
| Q3 2022 | $138,000 | -22.5% | 4,041 | -18.2% | 0.01% | -25.0% |
| Q2 2022 | $178,000 | -29.6% | 4,943 | -17.7% | 0.01% | -20.0% |
| Q1 2022 | $253,000 | -17.0% | 6,009 | -11.7% | 0.02% | -21.1% |
| Q4 2021 | $305,000 | -25.2% | 6,808 | -28.8% | 0.02% | -32.1% |
| Q3 2021 | $408,000 | +92.5% | 9,568 | +98.5% | 0.03% | +86.7% |
| Q2 2021 | $212,000 | +1.4% | 4,821 | -2.8% | 0.02% | -16.7% |
| Q1 2021 | $209,000 | +34.8% | 4,962 | +14.5% | 0.02% | +28.6% |
| Q4 2020 | $155,000 | -21.3% | 4,333 | -28.3% | 0.01% | -44.0% |
| Q4 2019 | $197,000 | +34.0% | 6,047 | +23.6% | 0.02% | +4.2% |
| Q3 2019 | $147,000 | – | 4,894 | – | 0.02% | – |
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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% |