SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
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 | 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% |