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 | $270,000 | -16.7% | 7,514 | -2.5% | 0.11% | -5.0% |
| Q1 2022 | $324,000 | -5.8% | 7,706 | 0.0% | 0.12% | -4.0% |
| Q4 2021 | $344,000 | +4.6% | 7,706 | -0.1% | 0.12% | -0.8% |
| Q3 2021 | $329,000 | -3.5% | 7,713 | -0.6% | 0.12% | -2.3% |
| Q2 2021 | $341,000 | +4.0% | 7,763 | 0.0% | 0.13% | -0.8% |
| Q1 2021 | $328,000 | +15.1% | 7,763 | -2.4% | 0.13% | +11.2% |
| Q4 2020 | $285,000 | +17.8% | 7,951 | -2.3% | 0.12% | -4.1% |
| Q3 2020 | $242,000 | +11.5% | 8,141 | -0.5% | 0.12% | +0.8% |
| Q2 2020 | $217,000 | -29.8% | 8,184 | -42.2% | 0.12% | -40.3% |
| Q1 2020 | $309,000 | -94.3% | 14,149 | -91.5% | 0.20% | -94.1% |
| Q4 2019 | $5,433,000 | – | 166,496 | – | 3.41% | – |
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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% |