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 | $654,120 | -9.0% | 17,727 | -4.2% | 0.39% | -8.9% |
Q2 2023 | $718,933 | -21.2% | 18,510 | -23.4% | 0.43% | -25.6% |
Q1 2023 | $912,669 | -19.1% | 24,164 | -20.8% | 0.58% | -22.5% |
Q4 2022 | $1,128,484 | +8.5% | 30,524 | -0.1% | 0.74% | +0.8% |
Q3 2022 | $1,040,000 | -14.8% | 30,548 | -9.9% | 0.74% | -8.1% |
Q2 2022 | $1,220,000 | -18.3% | 33,920 | +1.5% | 0.80% | -2.1% |
Q4 2021 | $1,493,000 | +1.5% | 33,408 | -4.4% | 0.82% | -3.5% |
Q1 2021 | $1,471,000 | – | 34,961 | – | 0.85% | – |
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% |