SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,776,006 | -7.1% | 129,431 | -2.2% | 3.23% | -1.6% |
| Q2 2023 | $5,142,185 | +41.5% | 132,394 | +37.6% | 3.28% | +36.4% |
| Q1 2023 | $3,632,832 | +40.5% | 96,183 | +37.5% | 2.41% | +33.8% |
| Q4 2022 | $2,585,864 | +10.8% | 69,945 | +2.1% | 1.80% | -4.9% |
| Q3 2022 | $2,333,000 | -6.6% | 68,508 | -1.4% | 1.89% | -0.2% |
| Q2 2022 | $2,499,000 | -14.5% | 69,458 | +0.0% | 1.89% | +1.2% |
| Q1 2022 | $2,922,000 | -11.8% | 69,454 | -6.3% | 1.87% | -7.7% |
| Q4 2021 | $3,314,000 | +13.4% | 74,150 | +6.8% | 2.03% | +8.4% |
| Q1 2021 | $2,922,000 | – | 69,454 | – | 1.87% | – |
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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% |