SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670,215 | -5.0% | 18,163 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $705,451 | +225.1% | 18,163 | +252.9% | 0.01% | +200.0% |
| Q1 2022 | $217,000 | -5.7% | 5,147 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $230,000 | +5.0% | 5,147 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $219,000 | +8.4% | 5,147 | +11.9% | 0.00% | 0.0% |
| Q2 2021 | $202,000 | – | 4,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |