SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $832,612 | +6.4% | 20,422 | -3.7% | 0.05% | -16.4% |
| Q3 2023 | $782,203 | -3.3% | 21,198 | +1.8% | 0.06% | -5.2% |
| Q2 2023 | $809,120 | +71.7% | 20,832 | +63.4% | 0.06% | +34.9% |
| Q4 2022 | $471,353 | +2.9% | 12,750 | -5.3% | 0.04% | -18.9% |
| Q3 2022 | $458,000 | -5.6% | 13,461 | -0.2% | 0.05% | -8.6% |
| Q2 2022 | $485,000 | -25.4% | 13,483 | -12.8% | 0.06% | -37.0% |
| Q1 2022 | $650,000 | -11.6% | 15,461 | -5.9% | 0.09% | -2.1% |
| Q4 2021 | $735,000 | -76.8% | 16,439 | -77.7% | 0.09% | -63.8% |
| Q3 2021 | $3,164,000 | +48.3% | 73,640 | +51.7% | 0.26% | +26.2% |
| Q2 2021 | $2,134,000 | – | 48,558 | – | 0.21% | – |
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% |