SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
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 | 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% |