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 | $3,463,955 | -7.6% | 93,873 | -2.7% | 2.27% | -2.4% |
| Q2 2023 | $3,748,337 | +158.1% | 96,507 | +151.0% | 2.33% | +153.6% |
| Q1 2023 | $1,452,352 | +12.0% | 38,452 | +9.6% | 0.92% | +11.8% |
| Q4 2022 | $1,296,576 | -45.4% | 35,071 | -49.7% | 0.82% | -3.0% |
| Q3 2022 | $2,373,000 | +102.6% | 69,735 | +114.2% | 0.85% | +1.2% |
| Q2 2022 | $1,171,000 | -9.5% | 32,559 | +5.8% | 0.84% | +1.7% |
| Q1 2022 | $1,294,000 | +513.3% | 30,765 | +546.1% | 0.82% | +459.2% |
| Q4 2021 | $211,000 | – | 4,762 | – | 0.15% | – |
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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% |