SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,137,590 | -2.1% | 30,829 | +3.1% | 0.75% | +2.0% |
| Q2 2023 | $1,161,666 | +68.3% | 29,909 | +63.7% | 0.74% | +63.3% |
| Q1 2023 | $690,171 | +12.4% | 18,273 | +10.0% | 0.45% | +8.1% |
| Q4 2022 | $614,035 | -3.1% | 16,609 | -10.8% | 0.42% | -14.7% |
| Q3 2022 | $634,000 | -6.5% | 18,619 | -1.2% | 0.49% | -0.6% |
| Q2 2022 | $678,000 | -14.4% | 18,844 | +0.1% | 0.49% | -2.6% |
| Q1 2022 | $792,000 | -5.9% | 18,817 | -0.1% | 0.51% | -8.8% |
| Q4 2021 | $842,000 | +5.5% | 18,836 | +0.6% | 0.56% | -3.3% |
| Q3 2021 | $798,000 | -2.8% | 18,726 | +0.2% | 0.57% | -5.3% |
| Q2 2021 | $821,000 | +3.7% | 18,688 | -0.3% | 0.61% | -16.0% |
| Q1 2021 | $792,000 | – | 18,740 | – | 0.72% | – |
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% |