SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61 | -7.6% | 1,669 | -2.1% | 0.01% | -11.1% |
| Q2 2023 | $66 | +3.1% | 1,705 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $64 | +1.6% | 1,705 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $63 | -99.9% | 1,705 | -3.0% | 0.01% | -10.0% |
| Q3 2022 | $60,000 | -9.1% | 1,757 | -4.1% | 0.01% | 0.0% |
| Q2 2022 | $66,000 | -14.3% | 1,832 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $77,000 | -10.5% | 1,832 | -4.4% | 0.01% | -8.3% |
| Q4 2021 | $86,000 | +4.9% | 1,917 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $82,000 | -2.4% | 1,917 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $84,000 | +3.7% | 1,917 | -0.2% | 0.01% | 0.0% |
| Q1 2021 | $81,000 | +14.1% | 1,920 | -2.5% | 0.01% | 0.0% |
| Q4 2020 | $71,000 | +31.5% | 1,970 | 0.0% | 0.01% | +18.2% |
| Q3 2020 | $54,000 | +1.9% | 1,970 | -0.5% | 0.01% | -8.3% |
| Q2 2020 | $53,000 | -57.9% | 1,979 | -65.8% | 0.01% | -25.0% |
| Q1 2020 | $126,000 | – | 5,786 | – | 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% |