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 | $3,564,384 | -6.3% | 96,596 | -1.4% | 3.28% | -2.5% |
| Q2 2023 | $3,804,866 | +2.8% | 97,963 | -0.0% | 3.37% | -0.4% |
| Q1 2023 | $3,700,221 | +1.9% | 97,967 | -0.2% | 3.38% | -3.8% |
| Q4 2022 | $3,629,472 | +7.6% | 98,173 | -0.9% | 3.52% | +0.1% |
| Q3 2022 | $3,373,000 | -8.6% | 99,018 | -3.5% | 3.51% | -1.2% |
| Q2 2022 | $3,691,000 | -4.9% | 102,596 | +11.3% | 3.55% | +10.2% |
| Q1 2022 | $3,880,000 | -16.3% | 92,221 | -11.1% | 3.22% | -3.2% |
| Q4 2021 | $4,637,000 | +6.5% | 103,767 | +1.5% | 3.33% | +4.5% |
| Q3 2021 | $4,356,000 | -4.2% | 102,259 | -1.2% | 3.19% | -2.8% |
| Q2 2021 | $4,548,000 | +6.0% | 103,512 | +2.0% | 3.28% | +2.6% |
| Q1 2021 | $4,291,000 | +14.7% | 101,523 | -2.9% | 3.20% | -2.4% |
| Q4 2020 | $3,742,000 | +29.9% | 104,520 | -0.7% | 3.28% | +9.4% |
| Q3 2020 | $2,881,000 | +0.8% | 105,218 | -2.1% | 3.00% | -5.8% |
| Q2 2020 | $2,857,000 | +127.3% | 107,513 | +86.9% | 3.18% | +91.1% |
| Q1 2020 | $1,257,000 | -2.3% | 57,536 | +45.8% | 1.66% | +33.1% |
| Q4 2019 | $1,287,000 | – | 39,451 | – | 1.25% | – |
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% |