SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,192,475 | +3.9% | 56,449 | +1.1% | 0.58% | +4.1% |
Q1 2023 | $2,109,526 | +4.6% | 55,852 | +2.4% | 0.56% | +3.5% |
Q4 2022 | $2,016,377 | +9.9% | 54,541 | +1.2% | 0.54% | +6.9% |
Q3 2022 | $1,835,000 | -57.4% | 53,884 | -55.0% | 0.51% | -52.2% |
Q2 2022 | $4,308,000 | +354.9% | 119,730 | +432.0% | 1.06% | +438.1% |
Q1 2022 | $947,000 | +41.8% | 22,507 | +43.4% | 0.20% | +33.1% |
Q3 2021 | $668,000 | -23.5% | 15,691 | -21.0% | 0.15% | -28.5% |
Q2 2021 | $873,000 | +87200.0% | 19,861 | +0.2% | 0.21% | +20600.0% |
Q1 2021 | $1,000 | -99.9% | 19,814 | -1.8% | 0.00% | -99.5% |
Q4 2020 | $722,000 | +32.5% | 20,181 | +1.2% | 0.20% | +35.2% |
Q3 2020 | $545,000 | +3.0% | 19,934 | +0.1% | 0.14% | -1.4% |
Q2 2020 | $529,000 | +23.9% | 19,916 | +1.7% | 0.15% | +1.4% |
Q1 2020 | $427,000 | +19.6% | 19,588 | +78.6% | 0.14% | +54.3% |
Q4 2019 | $357,000 | – | 10,970 | – | 0.09% | – |
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% |