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 | $15,112,432 | +9.9% | 409,551 | +15.7% | 0.15% | +8.0% |
| Q2 2023 | $13,745,554 | +347.5% | 353,902 | +335.2% | 0.14% | +318.2% |
| Q1 2023 | $3,071,525 | -45.0% | 81,322 | -46.2% | 0.03% | -34.0% |
| Q4 2022 | $5,587,017 | -99.9% | 151,123 | -43.0% | 0.05% | +4.2% |
| Q3 2022 | $4,516,512,000 | +147740.0% | 264,952 | +212.1% | 0.05% | +54.8% |
| Q2 2022 | $3,055,000 | -8.3% | 84,904 | +7.3% | 0.03% | -11.4% |
| Q1 2022 | $3,330,000 | +30.7% | 79,150 | +38.9% | 0.04% | +34.6% |
| Q4 2021 | $2,547,000 | +368.2% | 56,990 | +346.2% | 0.03% | +420.0% |
| Q3 2021 | $544,000 | +76.1% | 12,771 | +81.3% | 0.01% | +25.0% |
| Q2 2021 | $309,000 | -86.4% | 7,043 | -86.9% | 0.00% | -86.2% |
| Q1 2021 | $2,275,000 | +525.0% | 53,827 | +428.0% | 0.03% | +625.0% |
| Q4 2020 | $364,000 | -99.9% | 10,194 | +8395.0% | 0.00% | -20.0% |
| Q3 2020 | $248,000,000 | – | 120 | – | 0.01% | – |
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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% |