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 | ||||
|---|---|---|---|---|---|---|
| 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 | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |