SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,678,264 | -1.0% | 424,884 | +4.2% | 7.14% | +1.5% |
| Q2 2023 | $15,840,729 | +5.7% | 407,845 | +2.8% | 7.03% | -3.9% |
| Q1 2023 | $14,986,839 | +4.0% | 396,792 | +1.8% | 7.31% | -1.2% |
| Q4 2022 | $14,408,895 | +13.3% | 389,745 | +4.4% | 7.40% | +4.2% |
| Q3 2022 | $12,716,000 | +6.7% | 373,355 | +12.7% | 7.10% | +9.5% |
| Q2 2022 | $11,920,000 | +63.2% | 331,304 | +90.9% | 6.48% | +73.1% |
| Q1 2022 | $7,302,000 | +279.1% | 173,567 | +302.8% | 3.75% | +301.1% |
| Q4 2021 | $1,926,000 | +682.9% | 43,094 | +647.8% | 0.93% | +494.9% |
| Q3 2021 | $246,000 | – | 5,763 | – | 0.16% | – |
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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% |