SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $533,098 | -20.4% | 14,891 | -11.5% | 0.21% | -15.0% |
| Q2 2023 | $669,941 | +22.6% | 16,820 | +13.1% | 0.25% | +13.4% |
| Q1 2023 | $546,432 | +55.8% | 14,877 | +67.4% | 0.22% | +17.3% |
| Q4 2022 | $350,770 | -48.3% | 8,887 | -49.7% | 0.18% | -51.4% |
| Q3 2022 | $678,000 | +12.4% | 17,672 | +15.5% | 0.38% | +19.4% |
| Q2 2022 | $603,000 | -52.3% | 15,299 | -52.8% | 0.32% | -54.8% |
| Q1 2022 | $1,265,000 | +95.2% | 32,387 | +108.4% | 0.70% | +16.0% |
| Q4 2021 | $648,000 | -43.2% | 15,540 | -36.1% | 0.61% | -41.8% |
| Q3 2021 | $1,141,000 | +2.7% | 24,302 | -7.8% | 1.04% | +330.0% |
| Q2 2021 | $1,111,000 | +23.3% | 26,345 | +27.6% | 0.24% | -9.0% |
| Q1 2021 | $901,000 | -21.7% | 20,645 | -29.5% | 0.27% | -23.7% |
| Q4 2020 | $1,150,000 | +131.4% | 29,264 | +71.1% | 0.35% | +72.4% |
| Q3 2020 | $497,000 | – | 17,100 | – | 0.20% | – |
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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% |