SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,558 | -73.7% | 42,245 | -72.7% | 0.11% | -24.3% |
| Q2 2023 | $5,926 | +197.2% | 154,571 | +192.8% | 0.15% | +51.0% |
| Q1 2023 | $1,994 | -77.9% | 52,796 | -78.3% | 0.10% | -80.2% |
| Q4 2022 | $9,014 | -99.9% | 243,808 | -8.3% | 0.50% | -8.8% |
| Q3 2022 | $9,057,000 | +339.7% | 265,924 | +364.5% | 0.54% | +385.7% |
| Q2 2022 | $2,060,000 | -85.7% | 57,255 | -83.3% | 0.11% | -85.0% |
| Q1 2022 | $14,382,000 | -20.1% | 341,857 | -15.1% | 0.74% | -16.2% |
| Q4 2021 | $17,999,000 | +35.7% | 402,735 | +29.7% | 0.89% | +14.1% |
| Q3 2021 | $13,265,000 | +20.0% | 310,473 | +23.4% | 0.78% | +14.1% |
| Q2 2021 | $11,058,000 | +293.2% | 251,670 | +278.3% | 0.68% | +220.7% |
| Q1 2021 | $2,812,000 | +108.9% | 66,527 | +77.0% | 0.21% | +91.9% |
| Q4 2020 | $1,346,000 | +6.7% | 37,596 | -18.4% | 0.11% | -36.6% |
| Q3 2020 | $1,262,000 | -39.2% | 46,094 | -41.0% | 0.18% | -45.8% |
| Q2 2020 | $2,077,000 | -8.0% | 78,184 | -24.4% | 0.32% | -25.1% |
| Q1 2020 | $2,258,000 | -38.9% | 103,378 | -8.7% | 0.43% | -30.9% |
| Q4 2019 | $3,693,000 | +24.5% | 113,196 | +14.5% | 0.62% | +8.9% |
| Q3 2019 | $2,967,000 | +70.2% | 98,884 | +73.8% | 0.57% | +56.6% |
| Q2 2019 | $1,743,000 | +37.5% | 56,879 | +35.6% | 0.37% | +10.6% |
| Q1 2019 | $1,268,000 | +40.9% | 41,958 | +22.9% | 0.33% | +9.2% |
| Q4 2018 | $900,000 | +42.6% | 34,147 | +79.8% | 0.30% | +30.0% |
| Q3 2018 | $631,000 | – | 18,995 | – | 0.23% | – |
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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% |