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 | $474,017 | -7.7% | 12,846 | -2.9% | 0.40% | -2.9% |
Q2 2023 | $513,581 | +7.4% | 13,223 | +4.4% | 0.41% | +3.5% |
Q1 2023 | $478,357 | +3.9% | 12,665 | +1.7% | 0.40% | +1.0% |
Q4 2022 | $460,609 | +16.3% | 12,459 | +7.1% | 0.39% | +9.1% |
Q3 2022 | $396,000 | +24.9% | 11,630 | +31.8% | 0.36% | +32.2% |
Q2 2022 | $317,000 | +22.4% | 8,821 | +44.7% | 0.27% | +29.4% |
Q1 2022 | $259,000 | +1.6% | 6,096 | +6.6% | 0.21% | +1.9% |
Q4 2021 | $255,000 | – | 5,720 | – | 0.21% | – |
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% |