SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,735,743 | -4.4% | 47,039 | +0.7% | 0.50% | -3.1% |
Q2 2023 | $1,814,954 | +4.5% | 46,729 | +1.7% | 0.52% | -1.9% |
Q1 2023 | $1,736,005 | +1.7% | 45,963 | -0.4% | 0.53% | -4.7% |
Q4 2022 | $1,706,774 | +8.6% | 46,166 | +0.1% | 0.55% | -4.2% |
Q3 2022 | $1,571,000 | -5.2% | 46,127 | +0.1% | 0.58% | -4.2% |
Q2 2022 | $1,658,000 | -14.4% | 46,086 | +0.1% | 0.60% | -4.4% |
Q1 2022 | $1,937,000 | -5.8% | 46,043 | +0.0% | 0.63% | -1.4% |
Q4 2021 | $2,057,000 | +5.1% | 46,028 | +0.1% | 0.64% | -1.7% |
Q3 2021 | $1,958,000 | -3.0% | 45,968 | +0.1% | 0.65% | -4.0% |
Q2 2021 | $2,019,000 | +4.0% | 45,938 | +0.1% | 0.68% | -4.6% |
Q1 2021 | $1,941,000 | +18.1% | 45,910 | +0.1% | 0.71% | +11.1% |
Q4 2020 | $1,643,000 | – | 45,882 | – | 0.64% | – |
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% |