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 | $1,114,198 | -6.1% | 30,195 | -1.1% | 0.65% | +10.1% |
| Q2 2023 | $1,186,135 | +10.9% | 30,539 | +7.9% | 0.59% | -5.1% |
| Q1 2023 | $1,069,269 | +9.1% | 28,310 | +6.8% | 0.62% | +15.3% |
| Q4 2022 | $980,223 | +9.5% | 26,514 | +0.9% | 0.54% | -17.2% |
| Q3 2022 | $895,000 | 0.0% | 26,282 | +5.6% | 0.65% | +10.3% |
| Q2 2022 | $895,000 | -9.2% | 24,879 | +6.1% | 0.59% | -31.0% |
| Q1 2022 | $986,000 | +56.5% | 23,449 | +66.3% | 0.86% | +115.0% |
| Q4 2021 | $630,000 | +14.1% | 14,097 | +8.8% | 0.40% | -24.9% |
| Q3 2021 | $552,000 | +24.3% | 12,956 | +28.3% | 0.53% | +28.6% |
| Q2 2021 | $444,000 | +5.0% | 10,102 | +0.9% | 0.41% | -10.2% |
| Q1 2021 | $423,000 | +17.5% | 10,016 | -0.5% | 0.46% | +2.0% |
| Q4 2020 | $360,000 | – | 10,069 | – | 0.45% | – |
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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% |