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 | $504,261 | +4.3% | 13,666 | +9.8% | 0.00% | – |
| Q2 2023 | $483,311 | +20.9% | 12,444 | +17.6% | 0.00% | – |
| Q1 2023 | $399,652 | +170.3% | 10,582 | +164.6% | 0.00% | – |
| Q4 2022 | $147,828 | +13.7% | 3,999 | +4.5% | 0.00% | – |
| Q3 2022 | $130,000 | -3.7% | 3,828 | +2.2% | 0.00% | – |
| Q2 2022 | $135,000 | -10.6% | 3,744 | +4.6% | 0.00% | – |
| Q1 2022 | $151,000 | +20.8% | 3,579 | +28.2% | 0.00% | – |
| Q4 2021 | $125,000 | +33.0% | 2,791 | +26.6% | 0.00% | – |
| Q3 2021 | $94,000 | +27.0% | 2,204 | +30.6% | 0.00% | – |
| Q2 2021 | $74,000 | +23.3% | 1,688 | +18.7% | 0.00% | – |
| Q1 2021 | $60,000 | -1.6% | 1,422 | -16.8% | 0.00% | – |
| Q4 2020 | $61,000 | +56.4% | 1,709 | +19.4% | 0.00% | – |
| Q3 2020 | $39,000 | +143.8% | 1,431 | +142.5% | 0.00% | – |
| Q2 2020 | $16,000 | +166.7% | 590 | +116.1% | 0.00% | – |
| Q1 2020 | $6,000 | -76.9% | 273 | -65.6% | 0.00% | – |
| Q4 2019 | $26,000 | -3.7% | 794 | -12.5% | 0.00% | – |
| Q3 2019 | $27,000 | +35.0% | 907 | +37.6% | 0.00% | – |
| Q2 2019 | $20,000 | -48.7% | 659 | -49.4% | 0.00% | – |
| Q1 2019 | $39,000 | +143.8% | 1,302 | +110.0% | 0.00% | – |
| Q4 2018 | $16,000 | -52.9% | 620 | -39.6% | 0.00% | – |
| Q3 2018 | $34,000 | – | 1,027 | – | 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% |