SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,651,827 | +53.3% | 44,764 | +61.3% | 0.01% | +50.0% |
Q2 2023 | $1,077,823 | +106933.1% | 27,750 | +4.0% | 0.00% | 0.0% |
Q1 2023 | $1,007 | -0.3% | 26,672 | -2.4% | 0.00% | -20.0% |
Q4 2022 | $1,010 | -99.9% | 27,328 | -4.3% | 0.01% | 0.0% |
Q3 2022 | $972,000 | -6.3% | 28,553 | -0.9% | 0.01% | -16.7% |
Q2 2022 | $1,037,000 | -18.4% | 28,823 | -4.6% | 0.01% | 0.0% |
Q1 2022 | $1,271,000 | -20.6% | 30,218 | -15.7% | 0.01% | -14.3% |
Q4 2021 | $1,601,000 | +316.9% | 35,834 | +297.1% | 0.01% | +250.0% |
Q3 2021 | $384,000 | -4.7% | 9,023 | -1.6% | 0.00% | 0.0% |
Q2 2021 | $403,000 | -22.4% | 9,173 | -25.4% | 0.00% | -50.0% |
Q1 2021 | $519,000 | +13.3% | 12,301 | -3.9% | 0.00% | +33.3% |
Q4 2020 | $458,000 | +29.0% | 12,800 | -1.3% | 0.00% | 0.0% |
Q3 2020 | $355,000 | -12.1% | 12,970 | -14.8% | 0.00% | -25.0% |
Q2 2020 | $404,000 | +2593.3% | 15,216 | +2160.9% | 0.00% | – |
Q1 2020 | $15,000 | – | 673 | – | 0.00% | – |
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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% |