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 | $324,654 | -5.4% | 8,798 | -0.4% | 0.17% | -2.9% |
Q2 2023 | $343,169 | +1.6% | 8,835 | -1.2% | 0.17% | -1.1% |
Q1 2023 | $337,698 | +3.4% | 8,941 | +1.3% | 0.18% | -10.3% |
Q4 2022 | $326,437 | -33.5% | 8,830 | -38.7% | 0.20% | -43.3% |
Q3 2022 | $491,000 | -4.3% | 14,401 | +0.9% | 0.34% | -5.5% |
Q2 2022 | $513,000 | -15.8% | 14,267 | -1.4% | 0.36% | -13.3% |
Q1 2022 | $609,000 | +14.5% | 14,473 | +21.6% | 0.42% | -1.4% |
Q4 2021 | $532,000 | – | 11,898 | – | 0.43% | – |
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% |