SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,271 | -5.8% | 6,023 | -0.8% | 0.00% | 0.0% |
| Q2 2023 | $235,918 | +2.9% | 6,074 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $229,238 | +13.1% | 6,068 | +10.7% | 0.00% | +50.0% |
| Q4 2022 | $202,699 | -7.4% | 5,483 | +5.5% | 0.00% | 0.0% |
| Q1 2022 | $219,000 | -5.6% | 5,197 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $232,000 | +5.0% | 5,196 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $221,000 | -3.1% | 5,191 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $228,000 | +105.4% | 5,188 | +2.0% | 0.00% | 0.0% |
| Q1 2020 | $111,000 | – | 5,085 | – | 0.00% | – |
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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% |