SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |