SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 650 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,765,638 | +17.2% | 46,064 | +12.3% | 1.07% | +13.2% |
| Q1 2023 | $1,506,852 | -5.7% | 41,003 | -1.4% | 0.95% | -9.5% |
| Q4 2022 | $1,597,569 | +20.4% | 41,593 | +9.4% | 1.05% | +10.6% |
| Q3 2022 | $1,327,000 | -5.4% | 38,014 | -2.3% | 0.95% | -4.1% |
| Q2 2022 | $1,403,000 | -14.3% | 38,906 | -4.0% | 0.99% | -3.0% |
| Q1 2022 | $1,638,000 | -3.8% | 40,521 | +4.9% | 1.02% | +4.1% |
| Q4 2021 | $1,702,000 | +6.7% | 38,611 | +4.9% | 0.98% | -0.2% |
| Q3 2021 | $1,595,000 | +82.1% | 36,812 | +79.3% | 0.98% | +78.7% |
| Q1 2021 | $876,000 | +5.4% | 20,533 | -5.7% | 0.55% | -0.5% |
| Q4 2020 | $831,000 | – | 21,769 | – | 0.55% | – |
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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% |