SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,778 | +2.3% | 11,620 | +7.7% | 0.14% | +4.3% |
| Q2 2023 | $419,239 | +32.3% | 10,794 | +28.6% | 0.14% | +19.8% |
| Q1 2023 | $316,928 | +44.2% | 8,391 | +30.0% | 0.12% | +11.5% |
| Q4 2022 | $219,789 | -0.1% | 6,453 | 0.0% | 0.10% | +1.0% |
| Q3 2022 | $220,000 | +18.9% | 6,453 | +26.5% | 0.10% | +3.0% |
| Q2 2022 | $185,000 | -4.6% | 5,103 | +10.9% | 0.10% | +4.2% |
| Q1 2022 | $194,000 | +38.6% | 4,601 | +46.9% | 0.10% | +37.1% |
| Q4 2021 | $140,000 | +25.0% | 3,131 | +19.2% | 0.07% | +11.1% |
| Q3 2021 | $112,000 | +10.9% | 2,627 | +11.5% | 0.06% | +12.5% |
| Q2 2021 | $101,000 | +68.3% | 2,357 | +64.7% | 0.06% | +40.0% |
| Q1 2021 | $60,000 | +20.0% | 1,431 | +1.9% | 0.04% | +8.1% |
| Q4 2020 | $50,000 | +614.3% | 1,405 | +339.1% | 0.04% | +428.6% |
| Q1 2020 | $7,000 | – | 320 | – | 0.01% | – |
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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% |