SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,154 | -16.8% | 2,118 | -12.4% | 0.00% | – |
| Q2 2023 | $93,915 | +831.2% | 2,418 | +805.6% | 0.00% | – |
| Q1 2023 | $10,085 | +6.6% | 267 | +4.3% | 0.00% | – |
| Q4 2022 | $9,464 | +5.2% | 256 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -47.1% | 256 | -46.2% | 0.00% | – |
| Q2 2022 | $17,000 | +54.5% | 476 | +85.9% | 0.00% | – |
| Q1 2022 | $11,000 | -26.7% | 256 | -24.9% | 0.00% | – |
| Q4 2021 | $15,000 | -11.8% | 341 | -13.7% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q1 2021 | $17,000 | -43.3% | 395 | -60.9% | 0.00% | – |
| Q3 2019 | $30,000 | +900.0% | 1,010 | +900.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | -86.4% | 101 | -86.0% | 0.00% | – |
| Q4 2017 | $22,000 | – | 723 | – | 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% |