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 2023 | $137,069 | +27.5% | 3,714 | +34.2% | 0.13% | +30.9% |
| Q2 2023 | $107,511 | -8.1% | 2,768 | -10.7% | 0.10% | -6.7% |
| Q1 2023 | $117,049 | +183.4% | 3,099 | +177.4% | 0.10% | +160.0% |
| Q4 2022 | $41,295 | -57.9% | 1,117 | -61.3% | 0.04% | -57.4% |
| Q3 2022 | $98,000 | -99.9% | 2,888 | -66.9% | 0.09% | -30.4% |
| Q2 2022 | $169,572,000 | +38091.9% | 8,714 | -17.6% | 0.14% | -51.1% |
| Q1 2022 | $444,000 | -86.5% | 10,572 | -92.8% | 0.28% | +961.5% |
| Q4 2021 | $3,281,000 | +2966.4% | 146,627 | +5894.6% | 0.03% | -44.7% |
| Q2 2021 | $107,000 | – | 2,446 | – | 0.05% | – |
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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% |