SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,000 | -33.3% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | +50.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 57 | +1.8% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | +100.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | -97.3% | 56 | -96.7% | 0.00% | -96.6% |
| Q1 2020 | $37,000 | +1750.0% | 1,706 | +2946.4% | 0.03% | +2800.0% |
| Q4 2019 | $2,000 | -99.2% | 56 | -99.3% | 0.00% | -99.4% |
| Q3 2019 | $257,000 | +12750.0% | 8,577 | +15494.5% | 0.17% | +16900.0% |
| Q2 2019 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | – | 55 | +2650.0% | 0.00% | – |
| Q4 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 2 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $445,000 | – | 14,745 | – | 0.32% | – |
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% |