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 | $644,063 | -12.8% | 17,955 | -4.9% | 0.21% | -17.1% |
| Q2 2023 | $738,476 | -5.7% | 18,882 | -10.7% | 0.26% | -18.4% |
| Q1 2023 | $783,346 | +1.6% | 21,143 | +2.5% | 0.32% | -8.2% |
| Q4 2022 | $771,067 | +2.1% | 20,633 | -1.0% | 0.34% | -8.0% |
| Q3 2022 | $755,000 | -2.3% | 20,833 | -2.1% | 0.37% | -9.2% |
| Q2 2022 | $773,000 | -15.1% | 21,270 | -0.9% | 0.41% | -11.0% |
| Q1 2022 | $910,000 | -5.9% | 21,466 | +1.0% | 0.46% | +4.3% |
| Q4 2021 | $967,000 | -2.4% | 21,254 | -7.3% | 0.44% | -11.8% |
| Q3 2021 | $991,000 | +5.3% | 22,928 | +6.6% | 0.50% | +4.8% |
| Q2 2021 | $941,000 | +28.0% | 21,509 | +27.3% | 0.48% | +25.7% |
| Q1 2021 | $735,000 | +18.7% | 16,896 | +7.3% | 0.38% | 0.0% |
| Q4 2020 | $619,000 | – | 15,741 | – | 0.38% | – |
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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% |