SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $413,354 | -5.0% | 11,202 | 0.0% | 0.35% | -9.9% |
| Q2 2023 | $435,086 | -15.3% | 11,202 | -17.6% | 0.38% | -23.5% |
| Q1 2023 | $513,672 | -85.5% | 13,600 | -85.8% | 0.50% | -87.6% |
| Q4 2022 | $3,544,573 | +5.9% | 95,877 | -2.4% | 4.06% | +2.2% |
| Q3 2022 | $3,347,000 | -24.3% | 98,258 | -20.1% | 3.98% | -13.8% |
| Q2 2022 | $4,424,000 | -4.2% | 122,961 | +12.0% | 4.61% | +19.9% |
| Q1 2022 | $4,620,000 | +1.0% | 109,812 | +7.3% | 3.84% | +11.2% |
| Q4 2021 | $4,574,000 | -38.8% | 102,342 | -41.7% | 3.46% | -39.9% |
| Q3 2021 | $7,477,000 | -9.1% | 175,524 | -6.3% | 5.76% | -13.5% |
| Q2 2021 | $8,228,000 | -3.4% | 187,264 | -7.1% | 6.66% | -5.3% |
| Q1 2021 | $8,520,000 | +32669.2% | 201,551 | +27661.8% | 7.03% | +30456.5% |
| Q4 2020 | $26,000 | +30.0% | 726 | 0.0% | 0.02% | +9.5% |
| Q3 2020 | $20,000 | +17.6% | 726 | +11.5% | 0.02% | +5.0% |
| Q2 2020 | $17,000 | +30.8% | 651 | +7.2% | 0.02% | +17.6% |
| Q1 2020 | $13,000 | -99.2% | 607 | -98.8% | 0.02% | -98.9% |
| Q4 2019 | $1,666,000 | – | 51,051 | – | 1.60% | – |
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% |