SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,596,143 | +1.3% | 991,765 | +6.6% | 0.67% | +1.5% |
| Q2 2023 | $36,140,195 | +7.8% | 930,489 | +4.8% | 0.66% | -11.0% |
| Q1 2023 | $33,532,483 | +5.3% | 887,807 | +3.0% | 0.74% | -6.3% |
| Q4 2022 | $31,859,755 | +11.2% | 861,772 | +2.5% | 0.79% | -3.8% |
| Q3 2022 | $28,649,000 | -0.1% | 841,118 | +5.5% | 0.82% | +0.7% |
| Q2 2022 | $28,674,000 | -12.6% | 796,955 | +2.2% | 0.81% | -2.7% |
| Q1 2022 | $32,810,000 | +0.5% | 779,876 | +6.8% | 0.84% | +2.3% |
| Q4 2021 | $32,632,000 | +11.2% | 730,184 | +6.0% | 0.82% | -3.3% |
| Q3 2021 | $29,355,000 | +6.3% | 689,089 | +7.7% | 0.85% | -5.2% |
| Q2 2021 | $27,605,000 | +5.9% | 639,758 | +3.7% | 0.89% | -12.0% |
| Q1 2021 | $26,065,000 | +7.0% | 616,637 | -9.4% | 1.01% | -6.5% |
| Q4 2020 | $24,370,000 | +30.3% | 680,714 | +4.2% | 1.08% | -0.6% |
| Q3 2020 | $18,703,000 | +18.8% | 653,250 | +7.4% | 1.09% | +1.9% |
| Q2 2020 | $15,746,000 | +5.0% | 608,419 | -4.0% | 1.07% | -11.6% |
| Q1 2020 | $14,990,000 | +0.8% | 633,805 | +39.0% | 1.21% | +0.3% |
| Q4 2019 | $14,876,000 | +13.5% | 455,908 | +9.2% | 1.21% | +11.3% |
| Q3 2019 | $13,106,000 | +17.2% | 417,403 | +12.3% | 1.08% | +1.9% |
| Q2 2019 | $11,181,000 | +37.7% | 371,577 | +38.4% | 1.06% | +70.0% |
| Q1 2019 | $8,119,000 | +34.4% | 268,568 | +33.3% | 0.63% | -20.4% |
| Q4 2018 | $6,040,000 | – | 201,454 | – | 0.79% | – |
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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% |