SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 431 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,791,205 | +4.9% | 163,525 | +8.7% | 2.15% | -8.1% |
| Q1 2024 | $6,474,341 | -7.9% | 150,426 | -9.8% | 2.34% | -10.9% |
| Q4 2023 | $7,031,165 | +48.1% | 166,695 | +29.5% | 2.62% | +27.7% |
| Q3 2023 | $4,748,697 | +23.0% | 128,690 | +29.4% | 2.06% | +21.3% |
| Q2 2023 | $3,861,652 | -31.0% | 99,425 | -32.9% | 1.70% | -37.3% |
| Q1 2023 | $5,597,051 | +15.2% | 148,187 | +12.7% | 2.70% | +4.5% |
| Q4 2022 | $4,860,234 | +27.3% | 131,464 | +17.3% | 2.59% | +29.0% |
| Q3 2022 | $3,817,000 | +12.8% | 112,050 | +19.2% | 2.00% | +20.6% |
| Q2 2022 | $3,383,000 | -24.0% | 94,011 | -11.2% | 1.66% | -9.3% |
| Q1 2022 | $4,453,000 | +3.8% | 105,848 | +10.3% | 1.83% | +5.0% |
| Q4 2021 | $4,288,000 | +28.5% | 95,945 | +22.5% | 1.74% | +13.8% |
| Q3 2021 | $3,337,000 | +25.6% | 78,324 | +29.5% | 1.53% | +9.5% |
| Q2 2021 | $2,656,000 | +16.0% | 60,468 | +11.6% | 1.40% | +3.9% |
| Q1 2021 | $2,289,000 | +455.6% | 54,162 | +369.8% | 1.35% | +374.6% |
| Q4 2020 | $412,000 | +42.1% | 11,529 | +8.7% | 0.28% | +28.5% |
| Q3 2020 | $290,000 | +17.4% | 10,604 | +13.9% | 0.22% | +11.1% |
| Q2 2020 | $247,000 | +751.7% | 9,308 | +934.2% | 0.20% | +947.4% |
| Q4 2019 | $29,000 | – | 900 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Advisors | 1,391,303 | $57,780,594 | 9.39% |
| Sage Financial Management Group, Inc. | 73,015 | $3,032 | 9.21% |
| WALLER FINANCIAL PLANNING GROUP, INC | 812,187 | $33,730,140 | 9.06% |
| Pinnacle Wealth Planning Services, Inc. | 1,473,037 | $61,175,206 | 8.74% |
| Leicht Financial Planning & Wealth Management, Inc. | 375,843 | $15,608,772 | 8.31% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 423,063 | $17,569,799 | 8.27% |
| Taylor & Morgan Wealth Management, LLC | 281,021 | $11,670,820 | 8.25% |
| Marmo Financial Group, LLC | 315,441 | $13,100,268 | 7.92% |
| Pachira Investments Inc. | 199,362 | $8,279,518 | 7.34% |
| Financial Security Advisor, Inc. | 447,001 | $18,563,970 | 6.22% |