SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $14 | -100.0% | 368 | -72.3% | 0.01% | -71.4% |
| Q3 2022 | $45,000 | -35.7% | 1,328 | -32.1% | 0.02% | -34.4% |
| Q2 2022 | $70,000 | -6.7% | 1,955 | +9.3% | 0.03% | +6.7% |
| Q1 2022 | $75,000 | +29.3% | 1,788 | +25.3% | 0.03% | +30.4% |
| Q4 2021 | $58,000 | -66.5% | 1,427 | -64.9% | 0.02% | -68.5% |
| Q3 2021 | $173,000 | -20.3% | 4,069 | -17.6% | 0.07% | -20.7% |
| Q2 2021 | $217,000 | -50.1% | 4,938 | -52.0% | 0.09% | -54.0% |
| Q1 2021 | $435,000 | -1.8% | 10,282 | -17.0% | 0.20% | -0.5% |
| Q4 2020 | $443,000 | +221.0% | 12,386 | +146.2% | 0.20% | +191.3% |
| Q3 2020 | $138,000 | -26.6% | 5,031 | -29.1% | 0.07% | -31.0% |
| Q2 2020 | $188,000 | -39.7% | 7,092 | -50.4% | 0.10% | -47.1% |
| Q1 2020 | $312,000 | -44.8% | 14,285 | -17.5% | 0.19% | -38.0% |
| Q4 2019 | $565,000 | +2.0% | 17,313 | -6.2% | 0.30% | -7.9% |
| Q3 2019 | $554,000 | -5.1% | 18,455 | -3.2% | 0.33% | -8.6% |
| Q2 2019 | $584,000 | +86.0% | 19,063 | +83.5% | 0.36% | +69.2% |
| Q1 2019 | $314,000 | -68.4% | 10,390 | -72.5% | 0.21% | -72.9% |
| Q4 2018 | $994,000 | – | 37,726 | – | 0.79% | – |
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% |