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 | $1,368,948 | +4.5% | 38,649 | +18.7% | 0.15% | +4.9% |
| Q2 2023 | $1,310,170 | -29.2% | 32,567 | -33.5% | 0.14% | -26.9% |
| Q1 2023 | $1,849,559 | +81.9% | 48,969 | +78.1% | 0.20% | +64.2% |
| Q4 2022 | $1,016,564 | -38.4% | 27,497 | -36.4% | 0.12% | -40.3% |
| Q3 2022 | $1,650,000 | +2.4% | 43,203 | +6.2% | 0.20% | +4.1% |
| Q2 2022 | $1,611,000 | -40.5% | 40,678 | -36.8% | 0.19% | -38.7% |
| Q1 2022 | $2,708,000 | +60.7% | 64,364 | +56.3% | 0.32% | +46.5% |
| Q4 2021 | $1,685,000 | – | 41,187 | – | 0.22% | – |
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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% |