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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $34,018,148 | +15.1% | 806,499 | +0.7% | 8.94% | +4.0% |
| Q3 2023 | $29,565,375 | -5.7% | 801,230 | -0.7% | 8.60% | -0.5% |
| Q2 2023 | $31,348,943 | +4.9% | 807,130 | +2.0% | 8.64% | +2.1% |
| Q1 2023 | $29,878,272 | -11.0% | 791,058 | -12.8% | 8.47% | -13.0% |
| Q4 2022 | $33,556,593 | +9.7% | 907,671 | +1.1% | 9.74% | +4.1% |
| Q3 2022 | $30,579,000 | -4.8% | 897,808 | +0.6% | 9.35% | -0.5% |
| Q2 2022 | $32,118,000 | -16.3% | 892,674 | -2.1% | 9.40% | -7.5% |
| Q1 2022 | $38,353,000 | -1.0% | 911,647 | +5.1% | 10.16% | +4.7% |
| Q4 2021 | $38,755,000 | +7.4% | 867,200 | +2.4% | 9.71% | +1.3% |
| Q3 2021 | $36,071,000 | -0.1% | 846,728 | +3.0% | 9.58% | -1.0% |
| Q2 2021 | $36,115,000 | +6.3% | 821,923 | +2.2% | 9.68% | -0.9% |
| Q1 2021 | $33,982,000 | +9.7% | 803,931 | -7.1% | 9.76% | +1.1% |
| Q4 2020 | $30,972,000 | +47.1% | 865,140 | +12.5% | 9.66% | +25.1% |
| Q3 2020 | $21,053,000 | +5.0% | 768,916 | +1.9% | 7.72% | -1.2% |
| Q2 2020 | $20,044,000 | +47.0% | 754,377 | +20.8% | 7.81% | +9.7% |
| Q1 2020 | $13,640,000 | -16.9% | 624,559 | +24.2% | 7.12% | -13.5% |
| Q4 2019 | $16,412,000 | +7.0% | 502,965 | +1.4% | 8.23% | +1.3% |
| Q3 2019 | $15,336,000 | +5.3% | 495,999 | +4.3% | 8.12% | +0.3% |
| Q2 2019 | $14,559,000 | +7.2% | 475,772 | +9.3% | 8.10% | +3.2% |
| Q1 2019 | $13,577,000 | +28.5% | 435,295 | +8.6% | 7.85% | +7.5% |
| Q4 2018 | $10,566,000 | – | 400,827 | – | 7.30% | – |
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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% |