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 2022 | $1,527,710 | +1.5% | 44,853 | +7.2% | 0.06% | +4.8% |
| Q2 2022 | $1,504,760 | -2.5% | 41,822 | +14.0% | 0.06% | +17.0% |
| Q1 2022 | $1,543,073 | +129.2% | 36,679 | +143.5% | 0.05% | +130.4% |
| Q4 2021 | $673,258 | +36.4% | 15,065 | +30.0% | 0.02% | +21.1% |
| Q3 2021 | $493,696 | +27.2% | 11,589 | +31.2% | 0.02% | +26.7% |
| Q2 2021 | $388,240 | +0.7% | 8,836 | -3.2% | 0.02% | -11.8% |
| Q1 2021 | $385,667 | +22.4% | 9,124 | +3.7% | 0.02% | +6.2% |
| Q4 2020 | $315,104 | +128.3% | 8,802 | +74.6% | 0.02% | +100.0% |
| Q3 2020 | $137,999 | -5.0% | 5,040 | -7.8% | 0.01% | -11.1% |
| Q2 2020 | $145,232 | +34.4% | 5,466 | +10.5% | 0.01% | 0.0% |
| Q1 2020 | $108,021 | -28.4% | 4,946 | +7.0% | 0.01% | -18.2% |
| Q4 2019 | $150,816 | +8.8% | 4,622 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $138,660 | +767.0% | 4,622 | +785.4% | 0.01% | +1000.0% |
| Q2 2019 | $15,994 | +138.3% | 522 | +135.1% | 0.00% | 0.0% |
| Q1 2019 | $6,711 | -8.4% | 222 | -20.1% | 0.00% | 0.0% |
| Q4 2018 | $7,328 | +15.4% | 278 | +45.5% | 0.00% | 0.0% |
| Q3 2018 | $6,349 | +3.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,165 | +7.9% | 191 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,715 | -0.8% | 191 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,759 | – | 191 | – | 0.00% | – |
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% |