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 | $1,352,514 | +94151.8% | 36,653 | -0.8% | 0.77% | -25.1% |
Q2 2023 | $1,435 | -99.9% | 36,947 | +1.4% | 1.03% | +24.1% |
Q1 2023 | $1,375,791 | -0.8% | 36,425 | -2.9% | 0.83% | -12.2% |
Q4 2022 | $1,386,615 | -10.0% | 37,507 | -17.1% | 0.94% | -12.0% |
Q3 2022 | $1,540,000 | -9.0% | 45,226 | -0.4% | 1.07% | +6.0% |
Q2 2022 | $1,692,000 | -10.9% | 45,386 | +0.6% | 1.01% | +14.5% |
Q1 2022 | $1,899,000 | -5.0% | 45,133 | +0.9% | 0.88% | +1.4% |
Q4 2021 | $2,000,000 | +11.8% | 44,750 | +6.5% | 0.87% | +33.9% |
Q3 2021 | $1,789,000 | -0.3% | 42,005 | +2.9% | 0.65% | -0.3% |
Q2 2021 | $1,794,000 | +2.2% | 40,840 | -1.7% | 0.65% | -4.5% |
Q1 2021 | $1,756,000 | +50.1% | 41,548 | +27.2% | 0.68% | +38.9% |
Q4 2020 | $1,170,000 | +54.6% | 32,676 | +18.2% | 0.49% | +25.3% |
Q3 2020 | $757,000 | +3.4% | 27,641 | +0.4% | 0.39% | -4.2% |
Q2 2020 | $732,000 | +18200.0% | 27,541 | +13670.5% | 0.41% | +8080.0% |
Q1 2020 | $4,000 | -97.2% | 200 | -95.4% | 0.01% | -93.4% |
Q4 2019 | $144,000 | +84.6% | 4,350 | +67.3% | 0.08% | +46.2% |
Q3 2019 | $78,000 | +105.3% | 2,600 | +109.7% | 0.05% | +108.0% |
Q2 2019 | $38,000 | +3700.0% | 1,240 | +3000.0% | 0.02% | +2400.0% |
Q1 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $1,000 | – | 40 | – | 0.00% | – |
Download |
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% |