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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $941,000 | -37.0% | 26,158 | -26.3% | 0.32% | -27.9% |
| Q1 2022 | $1,493,000 | -50.3% | 35,490 | -47.2% | 0.44% | -53.4% |
| Q4 2021 | $3,005,000 | -17.0% | 67,238 | -20.9% | 0.94% | -34.0% |
| Q3 2021 | $3,619,000 | -35.7% | 84,951 | -33.7% | 1.42% | -41.5% |
| Q2 2021 | $5,630,000 | +2.5% | 128,133 | -1.4% | 2.44% | -12.7% |
| Q1 2021 | $5,492,000 | +19.3% | 129,921 | +1.0% | 2.79% | +5.4% |
| Q4 2020 | $4,605,000 | +34.6% | 128,641 | +3.0% | 2.65% | +14.8% |
| Q3 2020 | $3,420,000 | -2.6% | 124,896 | -7.0% | 2.31% | -17.6% |
| Q2 2020 | $3,511,000 | -19.3% | 134,283 | +0.3% | 2.80% | -26.1% |
| Q4 2019 | $4,352,000 | – | 133,908 | – | 3.79% | – |
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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% |