SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 757 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,241,500 | -10.1% | 29,894 | -6.9% | 0.67% | -14.4% |
| Q1 2024 | $1,381,719 | -46.1% | 32,103 | -47.2% | 0.78% | -48.8% |
| Q4 2023 | $2,564,511 | +6.3% | 60,799 | -7.0% | 1.52% | -3.2% |
| Q3 2023 | $2,412,697 | -11.5% | 65,385 | -6.9% | 1.58% | -12.1% |
| Q2 2023 | $2,726,668 | -5.7% | 70,203 | -8.3% | 1.79% | +5.7% |
| Q1 2023 | $2,891,056 | -18.8% | 76,544 | -20.5% | 1.70% | -25.4% |
| Q4 2022 | $3,559,959 | -3.5% | 96,293 | -11.1% | 2.27% | -11.6% |
| Q3 2022 | $3,688,000 | -9.3% | 108,287 | -4.1% | 2.57% | -3.5% |
| Q2 2022 | $4,064,000 | +6.0% | 112,960 | +24.0% | 2.66% | +20.2% |
| Q1 2022 | $3,833,000 | -10.8% | 91,103 | -5.2% | 2.21% | -4.3% |
| Q4 2021 | $4,295,000 | +15.2% | 96,108 | +13.3% | 2.31% | -13.1% |
| Q2 2021 | $3,728,000 | +11.3% | 84,834 | +7.0% | 2.66% | -1.6% |
| Q1 2021 | $3,351,000 | +10.1% | 79,269 | +8.0% | 2.70% | +96.2% |
| Q4 2020 | $3,043,000 | – | 73,400 | – | 1.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sage Financial Management Group, Inc. | 51,781 | $2,011 | 12.07% |
| Marmo Financial Group, LLC | 315,112 | $12,238,936 | 11.06% |
| Syntegra Private Wealth Group, LLC | 1,738,393 | $67,519,180 | 10.32% |
| Pachira Investments Inc. | 221,327 | $8,596,359 | 9.24% |
| Taylor & Morgan Wealth Management, LLC | 278,466 | $10,815,607 | 8.87% |
| Pinnacle Wealth Planning Services, Inc. | 1,401,220 | $54,423,366 | 8.79% |
| WALLER FINANCIAL PLANNING GROUP, INC | 807,130 | $31,348,943 | 8.64% |
| Garrett Wealth Advisory Group, LLC | 407,845 | $15,840,729 | 7.03% |
| Leicht Financial Planning & Wealth Management, Inc. | 271,060 | $10,527,964 | 6.36% |
| Peterson Wealth Advisors, LLC | 599,051 | $23,428,875 | 6.19% |