SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,928 | -21.5% | 15,391 | -17.4% | 0.99% | -13.6% |
| Q2 2023 | $723,356 | +7.6% | 18,624 | +4.6% | 1.15% | +4.2% |
| Q1 2023 | $672,344 | +66.3% | 17,801 | +62.8% | 1.10% | +74.8% |
| Q4 2022 | $404,230 | -49.0% | 10,934 | -52.7% | 0.63% | -44.7% |
| Q3 2022 | $792,000 | -8.5% | 23,135 | -3.9% | 1.14% | -4.0% |
| Q2 2022 | $866,000 | -20.3% | 24,071 | -6.8% | 1.19% | -2.1% |
| Q1 2022 | $1,086,000 | -10.5% | 25,826 | -4.9% | 1.21% | -5.7% |
| Q4 2021 | $1,213,000 | +13.2% | 27,145 | +7.9% | 1.29% | +11.8% |
| Q3 2021 | $1,072,000 | -2.6% | 25,159 | +0.4% | 1.15% | +2.0% |
| Q2 2021 | $1,101,000 | – | 25,056 | – | 1.13% | – |
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% |