SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 258 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $430,782 | -6.2% | 11,674 | -1.3% | 0.10% | -5.8% |
| Q2 2023 | $459,176 | +0.2% | 11,822 | -2.5% | 0.10% | -5.5% |
| Q1 2023 | $458,112 | -5.0% | 12,129 | -7.0% | 0.11% | -9.8% |
| Q4 2022 | $482,348 | +9.4% | 13,047 | +0.7% | 0.12% | +8.0% |
| Q3 2022 | $441,000 | -3.5% | 12,957 | +1.9% | 0.11% | -2.6% |
| Q2 2022 | $457,000 | -13.3% | 12,715 | +1.5% | 0.12% | -4.9% |
| Q1 2022 | $527,000 | -2.4% | 12,523 | +3.6% | 0.12% | +0.8% |
| Q4 2021 | $540,000 | +11.6% | 12,085 | +6.3% | 0.12% | +2.5% |
| Q3 2021 | $484,000 | +3.2% | 11,372 | +6.6% | 0.12% | -0.8% |
| Q2 2021 | $469,000 | +1.7% | 10,668 | -2.1% | 0.12% | -8.5% |
| Q1 2021 | $461,000 | +3.1% | 10,898 | -12.8% | 0.13% | -7.1% |
| Q4 2020 | $447,000 | +19.8% | 12,495 | -8.3% | 0.14% | +6.9% |
| Q3 2020 | $373,000 | +1.9% | 13,629 | -1.0% | 0.13% | -5.8% |
| Q2 2020 | $366,000 | +34.1% | 13,766 | +15.3% | 0.14% | +18.8% |
| Q1 2020 | $273,000 | -13.6% | 11,943 | +22.4% | 0.12% | -13.3% |
| Q4 2019 | $316,000 | – | 9,760 | – | 0.14% | – |
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% |