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 | $2,985,959 | -4.7% | 80,920 | +0.3% | 2.55% | -2.6% |
| Q2 2023 | $3,132,976 | +3.0% | 80,664 | +0.1% | 2.62% | +2.3% |
| Q1 2023 | $3,042,791 | +4.9% | 80,562 | +2.7% | 2.56% | +0.8% |
| Q4 2022 | $2,900,249 | +75.2% | 78,449 | +54.7% | 2.54% | +79.4% |
| Q4 2019 | $1,655,000 | +8.8% | 50,712 | +0.0% | 1.41% | +9.3% |
| Q3 2019 | $1,521,000 | -2.1% | 50,707 | +4.8% | 1.29% | -5.5% |
| Q2 2019 | $1,553,000 | +7.7% | 48,363 | +1.4% | 1.37% | -13.6% |
| Q1 2019 | $1,442,000 | +18.4% | 47,697 | +3.7% | 1.58% | -11.3% |
| Q4 2018 | $1,218,000 | – | 46,013 | – | 1.79% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |