SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,249 | -17.9% | 6,294 | -13.6% | 0.25% | -22.4% |
| Q2 2023 | $282,833 | +2.7% | 7,282 | -0.1% | 0.32% | -18.5% |
| Q1 2023 | $275,268 | +1.9% | 7,288 | -0.3% | 0.40% | +1.8% |
| Q4 2022 | $270,177 | +14.5% | 7,308 | +5.7% | 0.39% | +20.9% |
| Q3 2022 | $236,000 | -3.7% | 6,917 | +1.4% | 0.32% | +4.2% |
| Q2 2022 | $245,000 | -14.0% | 6,819 | +0.7% | 0.31% | +12.4% |
| Q1 2022 | $285,000 | -5.3% | 6,774 | +0.7% | 0.27% | +7.5% |
| Q4 2021 | $301,000 | +25.4% | 6,729 | +19.3% | 0.26% | +14.3% |
| Q3 2021 | $240,000 | +6.7% | 5,639 | +10.3% | 0.22% | +6.2% |
| Q2 2021 | $225,000 | – | 5,111 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |