SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
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% | – |
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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% |