SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 154 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $671,597 | -64.8% | 18,200 | -63.0% | 0.01% | -63.2% |
| Q2 2023 | $1,908,177 | +562.6% | 49,129 | +513.5% | 0.04% | +123.5% |
| Q2 2022 | $288,000 | -49.3% | 8,008 | -37.0% | 0.02% | -46.9% |
| Q1 2022 | $568,000 | 0.0% | 12,714 | 0.0% | 0.03% | +6.7% |
| Q4 2021 | $568,000 | +1190.9% | 12,714 | +676.2% | 0.03% | +650.0% |
| Q2 2020 | $44,000 | -88.9% | 1,638 | -91.0% | 0.00% | -91.5% |
| Q1 2020 | $398,000 | -33.1% | 18,225 | 0.0% | 0.05% | -30.9% |
| Q4 2019 | $595,000 | +8.8% | 18,225 | 0.0% | 0.07% | -20.0% |
| Q3 2019 | $547,000 | -2.0% | 18,225 | 0.0% | 0.08% | -16.7% |
| Q2 2019 | $558,000 | +1.3% | 18,225 | 0.0% | 0.10% | -36.2% |
| Q1 2019 | $551,000 | -9.1% | 18,225 | 0.0% | 0.16% | -16.7% |
| Q3 2018 | $606,000 | +3.1% | 18,225 | 0.0% | 0.19% | -22.3% |
| Q2 2018 | $588,000 | +7.9% | 18,225 | 0.0% | 0.25% | -36.0% |
| Q1 2018 | $545,000 | -0.7% | 18,225 | 0.0% | 0.39% | -8.7% |
| Q4 2017 | $549,000 | – | 18,225 | – | 0.42% | – |
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% |