SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,287,950 | +12.3% | 1,850,621 | +18.2% | 1.41% | +0.1% |
| Q2 2023 | $60,786,543 | +6.6% | 1,565,049 | +3.7% | 1.41% | +2.5% |
| Q1 2023 | $57,004,507 | +97.9% | 1,509,253 | +93.7% | 1.37% | +85.4% |
| Q4 2022 | $28,806,118 | +600.7% | 779,174 | +545.5% | 0.74% | +567.6% |
| Q3 2022 | $4,111,000 | -5.1% | 120,704 | +0.3% | 0.11% | 0.0% |
| Q2 2022 | $4,330,000 | -85.4% | 120,338 | -83.0% | 0.11% | -82.9% |
| Q1 2022 | $29,699,000 | -14.8% | 705,943 | -9.5% | 0.65% | -6.5% |
| Q4 2021 | $34,850,000 | – | 779,807 | – | 0.69% | – |
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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% |