SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $250,000 | -10.7% | 6,146 | -1.9% | 0.03% | -2.9% |
| Q4 2021 | $280,000 | -0.7% | 6,267 | -5.4% | 0.03% | -5.6% |
| Q3 2021 | $282,000 | -9.9% | 6,624 | -6.9% | 0.04% | -12.2% |
| Q2 2021 | $313,000 | +0.6% | 7,114 | -3.4% | 0.04% | -6.8% |
| Q1 2021 | $311,000 | +4.0% | 7,363 | -11.9% | 0.04% | +4.8% |
| Q4 2020 | $299,000 | +3.5% | 8,362 | -20.8% | 0.04% | -6.7% |
| Q3 2020 | $289,000 | -57.1% | 10,560 | -58.3% | 0.04% | -56.3% |
| Q2 2020 | $673,000 | -73.5% | 25,318 | -78.2% | 0.10% | -77.0% |
| Q1 2020 | $2,542,000 | -47.8% | 116,375 | -22.0% | 0.45% | -41.4% |
| Q4 2019 | $4,869,000 | -20.2% | 149,219 | -26.6% | 0.76% | -17.3% |
| Q3 2019 | $6,100,000 | -10.2% | 203,331 | -8.3% | 0.92% | -10.8% |
| Q2 2019 | $6,793,000 | -61.4% | 221,697 | -61.9% | 1.04% | -65.2% |
| Q1 2019 | $17,576,000 | – | 581,424 | – | 2.98% | – |
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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% |