SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485,516 | -54.7% | 13,158 | -52.3% | 0.17% | -50.4% |
| Q2 2023 | $1,071,911 | +2.5% | 27,598 | -0.4% | 0.35% | -10.1% |
| Q1 2023 | $1,046,069 | +0.3% | 27,696 | -1.8% | 0.39% | -5.6% |
| Q4 2022 | $1,042,758 | +11.5% | 28,206 | +2.8% | 0.41% | +8.4% |
| Q3 2022 | $935,000 | -8.3% | 27,451 | -3.2% | 0.38% | -5.7% |
| Q2 2022 | $1,020,000 | -14.4% | 28,344 | 0.0% | 0.40% | -9.0% |
| Q1 2022 | $1,192,000 | +88.0% | 28,344 | +99.9% | 0.44% | +73.3% |
| Q4 2021 | $634,000 | +4.6% | 14,182 | -0.2% | 0.26% | -26.7% |
| Q3 2021 | $606,000 | -5.6% | 14,215 | -6.3% | 0.35% | -10.5% |
| Q2 2021 | $642,000 | 0.0% | 15,178 | 0.0% | 0.39% | -3.0% |
| Q1 2021 | $642,000 | +40.5% | 15,178 | +18.9% | 0.40% | +21.9% |
| Q4 2020 | $457,000 | – | 12,768 | – | 0.33% | – |
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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% |