SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $807 | +209.2% | 21,864 | +225.5% | 0.29% | +196.9% |
| Q2 2023 | $261 | +81.2% | 6,718 | +76.7% | 0.10% | +83.0% |
| Q1 2023 | $144 | -29.1% | 3,801 | -30.7% | 0.05% | -34.6% |
| Q4 2022 | $203 | -99.9% | 5,482 | -2.1% | 0.08% | -9.0% |
| Q3 2022 | $191,000 | -14.3% | 5,601 | -9.7% | 0.09% | -7.3% |
| Q2 2022 | $223,000 | -20.4% | 6,200 | -6.8% | 0.10% | -5.0% |
| Q1 2022 | $280,000 | -9.1% | 6,649 | -3.6% | 0.10% | -5.6% |
| Q4 2021 | $308,000 | -4.0% | 6,897 | -8.6% | 0.11% | -14.4% |
| Q3 2021 | $321,000 | +124.5% | 7,546 | +132.5% | 0.12% | +115.5% |
| Q2 2021 | $143,000 | +70.2% | 3,246 | +63.6% | 0.06% | +34.9% |
| Q1 2021 | $84,000 | – | 1,984 | – | 0.04% | – |
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% |