SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $98,000 | -3.9% | 2,202 | -7.7% | 0.01% | -17.6% |
| Q3 2021 | $102,000 | -2.9% | 2,386 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $105,000 | -4.5% | 2,386 | -8.3% | 0.02% | -14.3% |
| Q1 2021 | $110,000 | +17.0% | 2,603 | -1.0% | 0.02% | +10.5% |
| Q4 2020 | $94,000 | -54.6% | 2,628 | -65.2% | 0.02% | -61.2% |
| Q3 2020 | $207,000 | +0.5% | 7,561 | -2.5% | 0.05% | -7.5% |
| Q2 2020 | $206,000 | – | 7,752 | – | 0.05% | – |
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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% |