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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $151,000 | +6.3% | 3,594 | +13.1% | 0.07% | +7.7% |
| Q4 2021 | $142,000 | +787.5% | 3,179 | +743.2% | 0.06% | +712.5% |
| Q3 2021 | $16,000 | +166.7% | 377 | +183.5% | 0.01% | +166.7% |
| Q2 2021 | $6,000 | +500.0% | 133 | +280.0% | 0.00% | +200.0% |
| Q2 2020 | $1,000 | -99.3% | 35 | -99.5% | 0.00% | -99.1% |
| Q1 2020 | $151,000 | -10.7% | 6,912 | +33.7% | 0.11% | -27.3% |
| Q4 2019 | $169,000 | – | 5,171 | – | 0.15% | – |
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% |