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 | $565,793 | -4.9% | 15,333 | +0.1% | 0.14% | -4.2% |
| Q2 2023 | $594,819 | +7.6% | 15,315 | +1.9% | 0.14% | +2.9% |
| Q1 2023 | $552,674 | -0.3% | 15,035 | +0.3% | 0.14% | -19.5% |
| Q4 2022 | $554,283 | +8.9% | 14,993 | +0.3% | 0.17% | -1.7% |
| Q3 2022 | $509,000 | -5.0% | 14,947 | +0.3% | 0.18% | -1.7% |
| Q2 2022 | $536,000 | -14.2% | 14,901 | +0.3% | 0.18% | -15.1% |
| Q1 2022 | $625,000 | -5.7% | 14,851 | +0.1% | 0.21% | +1.4% |
| Q4 2021 | $663,000 | +32.3% | 14,834 | +26.1% | 0.21% | +22.2% |
| Q3 2021 | $501,000 | -2.3% | 11,768 | +0.7% | 0.17% | -5.0% |
| Q2 2021 | $513,000 | +15.3% | 11,684 | +11.0% | 0.18% | +10.4% |
| Q1 2021 | $445,000 | +55.6% | 10,524 | +31.6% | 0.16% | +55.2% |
| Q4 2020 | $286,000 | +30.6% | 7,994 | -0.3% | 0.10% | +23.5% |
| Q3 2020 | $219,000 | +5.3% | 8,015 | +25.9% | 0.08% | -37.0% |
| Q4 2019 | $208,000 | – | 6,364 | – | 0.14% | – |
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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% |