SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 779 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $213,755 | +3.7% | 5,147 | +7.5% | 0.01% | 0.0% |
| Q1 2024 | $206,119 | -17.9% | 4,789 | -34.9% | 0.01% | -98.5% |
| Q3 2022 | $251,000 | -4.9% | 7,356 | +0.4% | 0.34% | -12.5% |
| Q2 2022 | $264,000 | -48.2% | 7,330 | -39.5% | 0.38% | -22.4% |
| Q1 2022 | $510,000 | -33.3% | 12,117 | -29.2% | 0.50% | +20.4% |
| Q4 2021 | $765,000 | – | 17,115 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sage Financial Management Group, Inc. | 51,781 | $2,011 | 12.07% |
| Marmo Financial Group, LLC | 315,112 | $12,238,936 | 11.06% |
| Syntegra Private Wealth Group, LLC | 1,738,393 | $67,519,180 | 10.32% |
| Pachira Investments Inc. | 221,327 | $8,596,359 | 9.24% |
| Taylor & Morgan Wealth Management, LLC | 278,466 | $10,815,607 | 8.87% |
| Pinnacle Wealth Planning Services, Inc. | 1,401,220 | $54,423,366 | 8.79% |
| WALLER FINANCIAL PLANNING GROUP, INC | 807,130 | $31,348,943 | 8.64% |
| Garrett Wealth Advisory Group, LLC | 407,845 | $15,840,729 | 7.03% |
| Leicht Financial Planning & Wealth Management, Inc. | 271,060 | $10,527,964 | 6.36% |
| Peterson Wealth Advisors, LLC | 599,051 | $23,428,875 | 6.19% |