SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 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 | 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% |