SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,032 | +1.1% | 2,467 | +6.4% | 0.05% | +4.5% |
| Q2 2023 | $90,070 | +2.8% | 2,319 | 0.0% | 0.04% | -6.4% |
| Q1 2023 | $87,589 | +5.3% | 2,319 | +3.0% | 0.05% | -2.1% |
| Q4 2022 | $83,219 | +1088.8% | 2,251 | +1025.5% | 0.05% | +1100.0% |
| Q3 2022 | $7,000 | +40.0% | 200 | +83.5% | 0.00% | +100.0% |
| Q1 2022 | $5,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | -16.7% | 109 | -22.1% | 0.00% | -50.0% |
| Q3 2021 | $6,000 | -14.3% | 140 | -8.5% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | +16.7% | 153 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 153 | -1.9% | 0.00% | -20.0% |
| Q4 2020 | $6,000 | +50.0% | 156 | +6.8% | 0.01% | +25.0% |
| Q3 2020 | $4,000 | – | 146 | – | 0.00% | – |
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% |