SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,551,475 | -6.3% | 204,647 | -1.3% | 5.18% | -1.4% |
| Q2 2023 | $8,056,775 | -8.2% | 207,435 | -10.7% | 5.25% | +4.0% |
| Q1 2023 | $8,776,223 | +117197.8% | 232,360 | +14.8% | 5.05% | +28.5% |
| Q4 2022 | $7,482 | -99.9% | 202,384 | +3.6% | 3.93% | +1.4% |
| Q3 2022 | $6,654,000 | +18.4% | 195,369 | +25.1% | 3.88% | +22.6% |
| Q2 2022 | $5,619,000 | +8.7% | 156,166 | +27.1% | 3.16% | +17.7% |
| Q1 2022 | $5,170,000 | +59.4% | 122,884 | +69.3% | 2.69% | +61.1% |
| Q4 2021 | $3,243,000 | – | 72,567 | – | 1.67% | – |
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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% |