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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,859,896 | -2.9% | 1,432,518 | +2.2% | 8.71% | -0.9% |
| Q2 2023 | $54,423,366 | +14.8% | 1,401,220 | +11.6% | 8.79% | +11.5% |
| Q1 2023 | $47,424,484 | +3.4% | 1,255,613 | +1.2% | 7.88% | -3.3% |
| Q4 2022 | $45,866,516 | +62.3% | 1,240,642 | +49.5% | 8.15% | +56.0% |
| Q3 2022 | $28,260,000 | +1.2% | 829,697 | +6.9% | 5.22% | +4.2% |
| Q2 2022 | $27,914,000 | +6.5% | 775,833 | +24.5% | 5.02% | +5.0% |
| Q1 2022 | $26,217,000 | +97.2% | 623,177 | +109.5% | 4.78% | +83.9% |
| Q4 2021 | $13,294,000 | +41.8% | 297,470 | +31.8% | 2.60% | +25.3% |
| Q3 2021 | $9,373,000 | +2.9% | 225,618 | +6.0% | 2.07% | -2.2% |
| Q2 2021 | $9,109,000 | +5.9% | 212,910 | +1.9% | 2.12% | -3.9% |
| Q1 2021 | $8,603,000 | +12.0% | 208,907 | -4.6% | 2.21% | +20.3% |
| Q4 2020 | $7,678,000 | +29.4% | 219,027 | -0.5% | 1.83% | -6.4% |
| Q3 2020 | $5,933,000 | -6.1% | 220,149 | -8.7% | 1.96% | -4.5% |
| Q2 2020 | $6,318,000 | +58.9% | 241,132 | +30.5% | 2.05% | +8.7% |
| Q1 2020 | $3,976,000 | -22.1% | 184,822 | +18.1% | 1.89% | -21.4% |
| Q4 2019 | $5,106,000 | +11.3% | 156,485 | -3.7% | 2.40% | -3.8% |
| Q3 2019 | $4,587,000 | +11.9% | 162,419 | +21.4% | 2.50% | +0.9% |
| Q2 2019 | $4,101,000 | +25.7% | 133,836 | +24.1% | 2.48% | +13.1% |
| Q1 2019 | $3,262,000 | +4.9% | 107,882 | -8.6% | 2.19% | +9.9% |
| Q4 2018 | $3,111,000 | +45.2% | 118,038 | +83.2% | 1.99% | +1.6% |
| Q3 2018 | $2,142,000 | +13.9% | 64,428 | +10.5% | 1.96% | +7.2% |
| Q2 2018 | $1,881,000 | +19.1% | 58,281 | +10.5% | 1.83% | +12.5% |
| Q1 2018 | $1,579,000 | +203.7% | 52,761 | +206.1% | 1.62% | +53.4% |
| Q4 2017 | $520,000 | – | 17,236 | – | 1.06% | – |
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% |