SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699,661 | -9.9% | 18,961 | -5.1% | 0.62% | -2.1% |
| Q2 2023 | $776,140 | -9.6% | 19,983 | -12.1% | 0.63% | -23.5% |
| Q1 2023 | $858,928 | -14.5% | 22,741 | -16.4% | 0.83% | -20.3% |
| Q4 2022 | $1,005,066 | +7.8% | 27,186 | -0.6% | 1.04% | +15.9% |
| Q3 2022 | $932,000 | -28.5% | 27,357 | -24.5% | 0.90% | -35.9% |
| Q2 2022 | $1,304,000 | -16.6% | 36,231 | -2.5% | 1.40% | +9.9% |
| Q1 2022 | $1,563,000 | -6.2% | 37,145 | -0.4% | 1.27% | -13.0% |
| Q4 2021 | $1,666,000 | +4.9% | 37,288 | 0.0% | 1.46% | +11.7% |
| Q3 2021 | $1,588,000 | -3.1% | 37,288 | 0.0% | 1.31% | -4.2% |
| Q2 2021 | $1,638,000 | +3.1% | 37,288 | -0.8% | 1.36% | -2.8% |
| Q1 2021 | $1,589,000 | -60.1% | 37,594 | -66.2% | 1.40% | -60.2% |
| Q4 2020 | $3,983,000 | – | 111,243 | – | 3.53% | – |
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% |