SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,875,485 | -6.4% | 105,027 | -1.4% | 0.16% | +11.5% |
| Q2 2023 | $4,138,700 | +4.4% | 106,558 | +1.5% | 0.15% | -3.9% |
| Q1 2023 | $3,965,789 | +24.0% | 104,998 | +21.4% | 0.15% | +14.9% |
| Q4 2022 | $3,198,079 | -0.4% | 86,505 | -8.3% | 0.13% | -7.6% |
| Q3 2022 | $3,212,000 | -23.1% | 94,313 | -18.8% | 0.14% | -22.9% |
| Q2 2022 | $4,177,000 | -12.6% | 116,119 | +2.2% | 0.19% | -1.6% |
| Q1 2022 | $4,781,000 | +7.8% | 113,659 | +14.5% | 0.19% | -15.9% |
| Q4 2021 | $4,436,000 | +42.5% | 99,261 | +40.1% | 0.23% | +45.5% |
| Q2 2021 | $3,113,020 | +38.2% | 70,847 | +32.9% | 0.16% | +20.9% |
| Q1 2021 | $2,252,665 | +19.4% | 53,292 | +1.1% | 0.13% | +4.0% |
| Q4 2020 | $1,887,257 | +35.4% | 52,717 | +3.6% | 0.12% | +10.7% |
| Q3 2020 | $1,393,852 | -4.2% | 50,908 | -7.0% | 0.11% | -9.7% |
| Q2 2020 | $1,454,764 | +19.5% | 54,752 | -1.8% | 0.12% | -6.8% |
| Q1 2020 | $1,217,751 | -32.8% | 55,758 | +0.5% | 0.13% | -14.2% |
| Q4 2019 | $1,811,161 | -33.1% | 55,506 | -38.5% | 0.16% | -40.4% |
| Q3 2019 | $2,708,310 | +3.9% | 90,277 | +115.8% | 0.26% | +10.2% |
| Q2 2019 | $2,606,011 | +16.6% | 41,843 | -43.4% | 0.24% | -3.3% |
| Q1 2019 | $2,235,085 | +91.3% | 73,936 | +66.9% | 0.24% | +60.5% |
| Q4 2018 | $1,168,064 | -34.4% | 44,312 | -17.3% | 0.15% | -24.8% |
| Q3 2018 | $1,781,332 | +225.3% | 53,590 | +215.9% | 0.20% | +184.5% |
| Q2 2018 | $547,566 | – | 16,963 | – | 0.07% | – |
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% |