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 | $89,704 | +258.1% | 2,431 | +276.9% | 0.00% | – |
| Q2 2023 | $25,052 | -83.0% | 645 | -83.5% | 0.00% | -100.0% |
| Q1 2023 | $147,681 | +2.2% | 3,910 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $144,553 | +3.3% | 3,910 | -5.0% | 0.00% | 0.0% |
| Q3 2022 | $140,000 | -3.4% | 4,115 | +2.2% | 0.00% | 0.0% |
| Q2 2022 | $145,000 | -14.2% | 4,025 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $169,000 | -44.0% | 4,025 | -40.5% | 0.00% | 0.0% |
| Q4 2021 | $302,000 | +459.3% | 6,767 | +433.3% | 0.00% | – |
| Q3 2021 | $54,000 | -3.6% | 1,269 | 0.0% | 0.00% | – |
| Q2 2021 | $56,000 | +69.7% | 1,269 | +65.0% | 0.00% | – |
| Q1 2021 | $33,000 | +17.9% | 769 | 0.0% | 0.00% | – |
| Q4 2020 | $28,000 | +33.3% | 769 | 0.0% | 0.00% | – |
| Q3 2020 | $21,000 | +5.0% | 769 | 0.0% | 0.00% | – |
| Q2 2020 | $20,000 | +25.0% | 769 | +2.7% | 0.00% | – |
| Q1 2020 | $16,000 | -23.8% | 749 | +16.5% | 0.00% | – |
| Q4 2019 | $21,000 | +10.5% | 643 | 0.0% | 0.00% | – |
| Q3 2019 | $19,000 | +280.0% | 643 | +231.4% | 0.00% | – |
| Q4 2018 | $5,000 | +66.7% | 194 | +100.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 97 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | – | 97 | – | 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% |