SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,057,000 | +321.2% | 177,825 | +345.1% | 0.17% | +322.5% |
| Q2 2022 | $1,438,000 | -67.7% | 39,956 | -62.2% | 0.04% | -61.9% |
| Q1 2022 | $4,449,000 | -23.2% | 105,757 | -18.4% | 0.10% | -29.1% |
| Q4 2021 | $5,793,000 | +33.3% | 129,606 | +27.1% | 0.15% | +13.8% |
| Q3 2021 | $4,346,000 | +52.3% | 102,007 | +57.0% | 0.13% | +28.7% |
| Q2 2021 | $2,854,000 | +223.6% | 64,961 | +211.3% | 0.10% | +129.5% |
| Q1 2021 | $882,000 | +21.8% | 20,870 | +3.2% | 0.04% | -18.5% |
| Q4 2020 | $724,000 | +197.9% | 20,224 | +127.5% | 0.05% | +145.5% |
| Q3 2020 | $243,000 | +3.8% | 8,888 | +16.3% | 0.02% | -83.3% |
| Q2 2019 | $234,000 | – | 7,643 | – | 0.13% | – |
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% |