SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $217,543 | +2.3% | 5,601 | -0.5% | 0.11% | -4.2% |
| Q1 2023 | $212,607 | +5.2% | 5,629 | +3.0% | 0.12% | -2.5% |
| Q4 2022 | $202,078 | -41.9% | 5,466 | -46.5% | 0.12% | -46.3% |
| Q3 2022 | $348,000 | -20.9% | 10,209 | -2.5% | 0.23% | -5.4% |
| Q1 2022 | $440,000 | +0.5% | 10,468 | +6.8% | 0.24% | +3.0% |
| Q4 2021 | $438,000 | +1.6% | 9,804 | -3.2% | 0.23% | -6.8% |
| Q3 2021 | $431,000 | -36.4% | 10,126 | -34.4% | 0.25% | -37.3% |
| Q2 2021 | $678,000 | +2.3% | 15,432 | -1.6% | 0.40% | -12.1% |
| Q1 2021 | $663,000 | +2.5% | 15,689 | -6.2% | 0.45% | -4.0% |
| Q4 2020 | $647,000 | – | 16,729 | – | 0.47% | – |
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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% |