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 2023 | $1,608,830 | +27.5% | 38,142 | +11.6% | 0.76% | +1.3% |
| Q3 2023 | $1,261,611 | -27.8% | 34,190 | -24.0% | 0.75% | -31.9% |
| Q2 2023 | $1,746,751 | +8.9% | 44,973 | +5.9% | 1.10% | -1.3% |
| Q1 2023 | $1,604,470 | +6.0% | 42,480 | +3.8% | 1.11% | -9.8% |
| Q4 2022 | $1,512,997 | +11.2% | 40,925 | +2.5% | 1.23% | +19.8% |
| Q3 2022 | $1,360,000 | +1072.4% | 39,939 | +845.1% | 1.03% | +808.8% |
| Q3 2020 | $116,000 | – | 4,226 | – | 0.11% | – |
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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% |