SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,425,919 | +4616263.2% | 3,653,711 | +2349.5% | 2.95% | +18318.8% |
| Q2 2023 | $5,793 | +14.0% | 149,161 | +10.8% | 0.02% | -89.8% |
| Q1 2023 | $5,083 | +150.0% | 134,669 | +144.9% | 0.16% | +1327.3% |
| Q4 2022 | $2,033 | -99.9% | 54,987 | -0.3% | 0.01% | -82.8% |
| Q3 2022 | $1,879,000 | -52.5% | 55,168 | -49.7% | 0.06% | -48.0% |
| Q2 2022 | $3,954,000 | +64.1% | 109,702 | +92.0% | 0.12% | +80.9% |
| Q1 2022 | $2,409,000 | -12.6% | 57,138 | -14.2% | 0.07% | +9.7% |
| Q4 2021 | $2,755,000 | -3.0% | 66,577 | -0.1% | 0.06% | -95.4% |
| Q3 2021 | $2,840,000 | -36.0% | 66,646 | -34.0% | 1.34% | -15.9% |
| Q2 2021 | $4,437,000 | +5.5% | 100,983 | +1.5% | 1.59% | +1747.7% |
| Q1 2021 | $4,205,000 | +43.6% | 99,469 | +21.9% | 0.09% | -96.8% |
| Q4 2020 | $2,929,000 | +359.8% | 81,622 | +181.3% | 2.68% | +134000.0% |
| Q1 2020 | $637,000 | +15825.0% | 29,015 | +21715.8% | 0.00% | -33.3% |
| Q4 2019 | $4,000 | – | 133 | – | 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% |