SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $537,606 | +14.0% | 14,569 | +20.0% | 0.01% | +14.3% |
| Q2 2023 | $471,435 | +947.9% | 12,138 | +919.1% | 0.01% | +600.0% |
| Q1 2023 | $44,988 | +576.0% | 1,191 | +561.7% | 0.00% | – |
| Q4 2022 | $6,655 | +10.9% | 180 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2022 | $6,000 | -25.0% | 180 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | -98.7% | 180 | -98.7% | 0.00% | -100.0% |
| Q4 2021 | $626,000 | +7.4% | 14,002 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $583,000 | -16.2% | 13,684 | -13.6% | 0.01% | -16.7% |
| Q2 2021 | $696,000 | -99.9% | 15,838 | -32.3% | 0.01% | +33.3% |
| Q1 2021 | $988,696,000 | +16478166.7% | 23,390 | +12894.4% | 0.01% | – |
| Q4 2020 | $6,000 | +20.0% | 180 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | -93.4% | 180 | -94.9% | 0.00% | -100.0% |
| Q1 2020 | $76,000 | -40.2% | 3,509 | -10.2% | 0.00% | -25.0% |
| Q4 2019 | $127,000 | +21.0% | 3,909 | +11.4% | 0.00% | 0.0% |
| Q3 2019 | $105,000 | +10400.0% | 3,509 | +6918.0% | 0.00% | – |
| Q2 2019 | $1,000 | -94.1% | 50 | -90.5% | 0.00% | -100.0% |
| Q3 2018 | $17,000 | -99.8% | 525 | -99.8% | 0.00% | -99.8% |
| Q2 2018 | $8,595,000 | +286400.0% | 266,249 | +221774.2% | 0.51% | – |
| Q1 2018 | $3,000 | 0.0% | 120 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 120 | +200.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | -100.0% |
| Q4 2016 | $3,000 | – | 40 | – | 0.00% | – |
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% |