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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $610,951 | +15.4% | 14,484 | +1.0% | 0.08% | +19.7% |
| Q3 2023 | $529,194 | +1.2% | 14,341 | +6.5% | 0.07% | -5.3% |
| Q2 2023 | $523,119 | +6.7% | 13,469 | +3.8% | 0.08% | -2.6% |
| Q1 2023 | $490,202 | +8.7% | 12,979 | +6.4% | 0.08% | -2.5% |
| Q4 2022 | $450,775 | +8.9% | 12,193 | +0.2% | 0.08% | -24.0% |
| Q3 2022 | $414,000 | -1.7% | 12,167 | +3.9% | 0.10% | -12.6% |
| Q2 2022 | $421,000 | -10.8% | 11,706 | +4.3% | 0.12% | +0.8% |
| Q1 2022 | $472,000 | -2.5% | 11,221 | +3.6% | 0.12% | -6.3% |
| Q4 2021 | $484,000 | +6.1% | 10,829 | +1.1% | 0.13% | -15.4% |
| Q3 2021 | $456,000 | +18.8% | 10,714 | +22.7% | 0.15% | +23.1% |
| Q2 2021 | $384,000 | +14.3% | 8,731 | +10.0% | 0.12% | 0.0% |
| Q1 2021 | $336,000 | -4.0% | 7,940 | -18.7% | 0.12% | -13.6% |
| Q4 2020 | $350,000 | – | 9,768 | – | 0.14% | – |
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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% |