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 | $8,035,134 | -13.6% | 217,754 | -9.0% | 0.43% | -27.8% |
Q2 2023 | $9,298,314 | +5262.0% | 239,401 | +5114.6% | 0.60% | +4883.3% |
Q1 2023 | $173,411 | +2.2% | 4,591 | +0.0% | 0.01% | 0.0% |
Q4 2022 | $169,710 | -21.1% | 4,590 | -4.7% | 0.01% | -80.0% |
Q4 2021 | $215,000 | +4.9% | 4,818 | +0.0% | 0.06% | -10.4% |
Q3 2021 | $205,000 | -4.7% | 4,816 | -1.6% | 0.07% | -2.9% |
Q2 2021 | $215,000 | +0.9% | 4,893 | -37.2% | 0.07% | +53.3% |
Q3 2020 | $213,000 | – | 7,786 | – | 0.04% | – |
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% |