SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,616 | -5.0% | 640 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $24,858 | +107.6% | 640 | +101.9% | 0.01% | +75.0% |
| Q1 2023 | $11,973 | +2.2% | 317 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,719 | +6.5% | 317 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $11,000 | -15.4% | 317 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $13,000 | -7.1% | 317 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $14,000 | 0.0% | 317 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $14,000 | +180.0% | 317 | +49.5% | 0.01% | +50.0% |
| Q1 2020 | $5,000 | -28.6% | 212 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $7,000 | – | 212 | – | 0.01% | – |
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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% |