SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,262 | -5.0% | 251 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,749 | +2.8% | 251 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $9,481 | -61.3% | 251 | -62.1% | 0.00% | -57.1% |
| Q4 2022 | $24,511 | +6.6% | 663 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $23,000 | -17.9% | 663 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $28,000 | -6.7% | 663 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $30,000 | – | 663 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |