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 | $3,168,919 | -2.7% | 85,879 | +2.4% | 0.01% | +200.0% |
| Q2 2023 | $3,256,151 | +58.1% | 83,835 | +53.7% | 0.00% | -90.2% |
| Q1 2023 | $2,060,014 | +110772.7% | 54,541 | 0.0% | 0.04% | – |
| Q4 2022 | $1,858 | -99.9% | 54,541 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,858,000 | +28.1% | 54,541 | +35.4% | 0.02% | +27.8% |
| Q2 2022 | $1,450,000 | +1511.1% | 40,291 | +1246.2% | 0.02% | +500.0% |
| Q1 2019 | $90,000 | +13.9% | 2,993 | +0.3% | 0.00% | -40.0% |
| Q4 2018 | $79,000 | – | 2,983 | – | 0.01% | – |
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% |