SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,894 | -1.3% | 12,274 | +3.9% | 0.32% | +1.6% |
| Q2 2023 | $458,777 | +2.8% | 11,812 | -0.1% | 0.32% | -0.9% |
| Q1 2023 | $446,365 | +0.3% | 11,818 | -1.8% | 0.32% | -3.6% |
| Q4 2022 | $444,909 | +17.7% | 12,034 | +8.5% | 0.33% | +7.1% |
| Q3 2022 | $378,000 | -11.3% | 11,094 | -6.2% | 0.31% | -20.2% |
| Q2 2022 | $426,000 | -71.3% | 11,828 | -66.5% | 0.39% | +17.1% |
| Q1 2022 | $1,484,000 | +40.8% | 35,279 | +49.6% | 0.33% | +13.6% |
| Q4 2021 | $1,054,000 | +41.7% | 23,589 | +35.0% | 0.29% | +24.6% |
| Q3 2021 | $744,000 | +63.2% | 17,470 | +68.2% | 0.24% | -30.2% |
| Q2 2021 | $456,000 | +4.8% | 10,384 | +0.8% | 0.34% | -5.1% |
| Q1 2021 | $435,000 | +6.4% | 10,299 | -9.9% | 0.36% | -1.7% |
| Q4 2020 | $409,000 | – | 11,427 | – | 0.36% | – |
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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% |