SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812 | -4.9% | 22 | 0.0% | 0.00% | – |
| Q2 2023 | $854 | -14.6% | 22 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -87.5% | 22 | -88.9% | 0.00% | -100.0% |
| Q1 2022 | $8,000 | -11.1% | 198 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $9,000 | +12.5% | 198 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | -11.1% | 198 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | -25.0% | 198 | -31.7% | 0.00% | -25.0% |
| Q1 2021 | $12,000 | +9.1% | 290 | -3.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | -15.4% | 299 | -36.8% | 0.00% | -33.3% |
| Q3 2020 | $13,000 | -56.7% | 473 | -57.5% | 0.01% | -53.8% |
| Q2 2020 | $30,000 | -98.5% | 1,114 | -98.7% | 0.01% | -98.7% |
| Q1 2020 | $1,944,000 | -35.4% | 89,032 | -3.5% | 0.98% | -23.0% |
| Q4 2019 | $3,011,000 | +8.3% | 92,285 | -0.4% | 1.27% | +0.2% |
| Q3 2019 | $2,780,000 | -0.7% | 92,676 | +1.4% | 1.27% | -6.3% |
| Q2 2019 | $2,801,000 | +5.5% | 91,422 | +4.0% | 1.36% | -1.7% |
| Q1 2019 | $2,656,000 | +60.4% | 87,868 | +39.9% | 1.38% | +43.0% |
| Q4 2018 | $1,656,000 | – | 62,828 | – | 0.96% | – |
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% |