SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,326,733 | +97.9% | 63,055 | +108.3% | 0.08% | -7.1% |
Q2 2023 | $1,175,712 | -20.4% | 30,271 | -22.6% | 0.08% | -24.1% |
Q1 2023 | $1,477,511 | +435.3% | 39,119 | +424.0% | 0.11% | +387.0% |
Q4 2022 | $276,018 | -65.2% | 7,466 | -68.0% | 0.02% | -69.3% |
Q3 2022 | $794,000 | -36.9% | 23,323 | -33.3% | 0.08% | -35.3% |
Q2 2022 | $1,258,000 | +68.4% | 34,968 | +96.9% | 0.12% | +100.0% |
Q1 2022 | $747,000 | +33.4% | 17,763 | +41.7% | 0.06% | +41.5% |
Q4 2021 | $560,000 | – | 12,536 | – | 0.04% | – |
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% |