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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,389,629 | -34.6% | 37,659 | -31.2% | 0.02% | -26.1% |
Q2 2023 | $2,125,627 | +56.0% | 54,728 | +51.7% | 0.02% | +35.3% |
Q1 2023 | $1,362,635 | +54.6% | 36,077 | +51.3% | 0.02% | -45.2% |
Q4 2022 | $881,367 | +11.6% | 23,840 | +2.8% | 0.03% | 0.0% |
Q3 2022 | $790,000 | +20.8% | 23,187 | +27.6% | 0.03% | +19.2% |
Q2 2022 | $654,000 | -13.7% | 18,171 | +0.8% | 0.03% | -3.7% |
Q1 2022 | $758,000 | +59.6% | 18,025 | +69.4% | 0.03% | +68.8% |
Q4 2021 | $475,000 | +117.9% | 10,639 | +107.8% | 0.02% | +100.0% |
Q3 2021 | $218,000 | +10800.0% | 5,120 | +8027.0% | 0.01% | – |
Q2 2020 | $2,000 | 0.0% | 63 | -27.6% | 0.00% | – |
Q1 2020 | $2,000 | +100.0% | 87 | +278.3% | 0.00% | – |
Q4 2019 | $1,000 | – | 23 | – | 0.00% | – |
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% |