SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,044,012 | +5.2% | 28,293 | +10.7% | 0.64% | +9.8% |
| Q2 2023 | $992,476 | +7.4% | 25,553 | +4.4% | 0.58% | 0.0% |
| Q1 2023 | $924,027 | +21.0% | 24,465 | +18.4% | 0.58% | +13.0% |
| Q4 2022 | $763,684 | +84.0% | 20,657 | +69.4% | 0.52% | +73.7% |
| Q3 2022 | $415,000 | +65.3% | 12,192 | +73.9% | 0.30% | +70.7% |
| Q2 2022 | $251,000 | -15.5% | 7,010 | -0.6% | 0.17% | -1.1% |
| Q1 2022 | $297,000 | +13.8% | 7,052 | +20.6% | 0.18% | +9.3% |
| Q4 2021 | $261,000 | – | 5,847 | – | 0.16% | – |
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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% |