SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,087,261 | -0.3% | 259,713 | -0.3% | 1.62% | +1.2% |
| Q2 2023 | $10,115,444 | +26.7% | 260,439 | +20.6% | 1.60% | +8.6% |
| Q1 2023 | $7,983,617 | +0.4% | 215,949 | +0.4% | 1.47% | -2.6% |
| Q4 2022 | $7,955,003 | +4.1% | 215,175 | -4.1% | 1.51% | -0.9% |
| Q3 2022 | $7,642,000 | +9.4% | 224,363 | +15.6% | 1.52% | +13.4% |
| Q2 2022 | $6,985,000 | -63.1% | 194,147 | -54.2% | 1.34% | -57.4% |
| Q1 2022 | $18,939,000 | -0.4% | 423,791 | -0.4% | 3.16% | -0.1% |
| Q4 2021 | $19,015,000 | +103.7% | 425,479 | +94.1% | 3.16% | +90.6% |
| Q3 2021 | $9,337,000 | +13.0% | 219,173 | +12.2% | 1.66% | +4.6% |
| Q2 2021 | $8,260,000 | 0.0% | 195,407 | 0.0% | 1.58% | +0.4% |
| Q1 2021 | $8,260,000 | +33.8% | 195,407 | +13.3% | 1.58% | +22.8% |
| Q4 2020 | $6,175,000 | – | 172,495 | – | 1.28% | – |
Download | ||||||
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% |