SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $352,240 | +1501.1% | 9,069 | +1637.4% | 0.07% | +957.1% |
Q1 2022 | $22,000 | -4.3% | 522 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $23,000 | +4.5% | 522 | 0.0% | 0.01% | -12.5% |
Q3 2021 | $22,000 | -4.3% | 522 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $23,000 | +4.5% | 522 | 0.0% | 0.01% | -11.1% |
Q1 2021 | $22,000 | +15.8% | 522 | 0.0% | 0.01% | +12.5% |
Q4 2020 | $19,000 | +35.7% | 522 | 0.0% | 0.01% | +14.3% |
Q3 2020 | $14,000 | 0.0% | 522 | 0.0% | 0.01% | -12.5% |
Q2 2020 | $14,000 | +27.3% | 522 | 0.0% | 0.01% | +14.3% |
Q1 2020 | $11,000 | -35.3% | 522 | 0.0% | 0.01% | -30.0% |
Q4 2019 | $17,000 | +6.2% | 522 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $16,000 | 0.0% | 522 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $16,000 | 0.0% | 522 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $16,000 | +14.3% | 522 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $14,000 | -12.5% | 522 | 0.0% | 0.01% | -9.1% |
Q3 2018 | $16,000 | 0.0% | 522 | +6.3% | 0.01% | -8.3% |
Q2 2018 | $16,000 | -42.9% | 491 | -46.7% | 0.01% | -42.9% |
Q1 2018 | $28,000 | – | 921 | – | 0.02% | – |
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% |