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 | $697 | -5.2% | 18,952 | +0.1% | 0.61% | 0.0% |
Q2 2023 | $735 | +6.7% | 18,934 | +1.4% | 0.61% | -3.0% |
Q1 2023 | $689 | -2.0% | 18,670 | -1.9% | 0.63% | -6.1% |
Q4 2022 | $703 | -99.9% | 19,039 | -0.3% | 0.67% | +3.1% |
Q3 2022 | $650,000 | -32.7% | 19,098 | -17.1% | 0.65% | -7.4% |
Q1 2022 | $966,000 | -7.3% | 23,029 | -1.3% | 0.70% | -1.5% |
Q4 2021 | $1,042,000 | +1.0% | 23,334 | -3.7% | 0.71% | -11.6% |
Q3 2021 | $1,032,000 | -1.1% | 24,230 | +1.8% | 0.80% | -5.0% |
Q2 2021 | $1,043,000 | +14.0% | 23,797 | +9.9% | 0.85% | +3.4% |
Q1 2021 | $915,000 | +15.8% | 21,653 | -2.1% | 0.82% | +7.8% |
Q4 2020 | $790,000 | – | 22,111 | – | 0.76% | – |
Download |
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% |