SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,230 | +37.2% | 599,964 | +43.8% | 0.05% | +43.2% |
| Q2 2023 | $16,202 | +5109.6% | 417,202 | +4860.2% | 0.04% | +3600.0% |
| Q4 2022 | $311 | -99.9% | 8,411 | +1.6% | 0.00% | 0.0% |
| Q3 2022 | $282,000 | -13.0% | 8,280 | -8.2% | 0.00% | 0.0% |
| Q2 2022 | $324,000 | +30.6% | 9,017 | +53.1% | 0.00% | – |
| Q1 2022 | $248,000 | -90.5% | 5,890 | -90.1% | 0.00% | -100.0% |
| Q4 2021 | $2,611,000 | -0.9% | 59,424 | -3.9% | 0.01% | 0.0% |
| Q3 2021 | $2,635,000 | +0.9% | 61,855 | +4.1% | 0.01% | 0.0% |
| Q2 2021 | $2,611,000 | +6.4% | 59,424 | +2.3% | 0.01% | 0.0% |
| Q1 2021 | $2,455,000 | +23.7% | 58,068 | +4.8% | 0.01% | 0.0% |
| Q4 2020 | $1,984,000 | +33.1% | 55,424 | +1.8% | 0.01% | +25.0% |
| Q3 2020 | $1,491,000 | +113.9% | 54,450 | +70.7% | 0.00% | +100.0% |
| Q2 2020 | $697,000 | 0.0% | 31,905 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $697,000 | -28.9% | 31,905 | +6.2% | 0.00% | 0.0% |
| Q4 2019 | $980,000 | +8.4% | 30,041 | -0.3% | 0.00% | 0.0% |
| Q3 2019 | $904,000 | +13.6% | 30,125 | +16.0% | 0.00% | +50.0% |
| Q2 2019 | $796,000 | +15.7% | 25,974 | +14.1% | 0.00% | 0.0% |
| Q1 2019 | $688,000 | – | 22,768 | – | 0.00% | – |
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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% |