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 | $53,752,793 | -7.6% | 1,456,715 | -2.7% | 0.05% | -8.0% |
| Q2 2023 | $58,163,597 | +21015.5% | 1,497,518 | +20433.6% | 0.05% | – |
| Q1 2023 | $275,454 | +80.5% | 7,293 | +76.7% | 0.00% | – |
| Q4 2022 | $152,596 | -0.9% | 4,128 | -8.8% | 0.00% | – |
| Q3 2022 | $154,000 | -6.7% | 4,528 | -1.0% | 0.00% | – |
| Q2 2022 | $165,000 | -18.3% | 4,574 | -4.8% | 0.00% | – |
| Q1 2022 | $202,000 | -11.4% | 4,806 | -5.4% | 0.00% | – |
| Q4 2021 | $228,000 | +8.1% | 5,079 | +2.1% | 0.00% | – |
| Q3 2021 | $211,000 | +201.4% | 4,975 | +212.9% | 0.00% | – |
| Q2 2021 | $70,000 | +37.3% | 1,590 | +31.0% | 0.00% | – |
| Q1 2021 | $51,000 | -25.0% | 1,214 | -35.9% | 0.00% | – |
| Q4 2020 | $68,000 | +106.1% | 1,895 | +56.1% | 0.00% | – |
| Q3 2020 | $33,000 | -36.5% | 1,214 | -38.2% | 0.00% | – |
| Q2 2020 | $52,000 | +18.2% | 1,964 | -3.3% | 0.00% | – |
| Q1 2020 | $44,000 | -33.3% | 2,030 | 0.0% | 0.00% | – |
| Q4 2019 | $66,000 | -14.3% | 2,030 | -20.2% | 0.00% | – |
| Q3 2019 | $77,000 | -2.5% | 2,543 | -1.2% | 0.00% | – |
| Q2 2019 | $79,000 | -3.7% | 2,575 | -5.1% | 0.00% | – |
| Q1 2019 | $82,000 | +15.5% | 2,714 | 0.0% | 0.00% | – |
| Q4 2018 | $71,000 | +6.0% | 2,714 | +35.2% | 0.00% | – |
| Q3 2018 | $67,000 | +24.1% | 2,007 | +20.1% | 0.00% | – |
| Q2 2018 | $54,000 | +260.0% | 1,671 | +235.5% | 0.00% | – |
| Q1 2018 | $15,000 | +275.0% | 498 | +295.2% | 0.00% | – |
| Q4 2017 | $4,000 | 0.0% | 126 | +200.0% | 0.00% | – |
| Q3 2017 | $4,000 | -33.3% | 42 | -46.8% | 0.00% | – |
| Q1 2017 | $6,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q4 2016 | $6,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q3 2016 | $6,000 | +20.0% | 79 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q1 2016 | $5,000 | -87.8% | 79 | -86.9% | 0.00% | – |
| Q4 2015 | $41,000 | +7.9% | 603 | +2.7% | 0.00% | – |
| Q3 2015 | $38,000 | 0.0% | 587 | +13.8% | 0.00% | – |
| Q2 2015 | $38,000 | 0.0% | 516 | +0.2% | 0.00% | – |
| Q1 2015 | $38,000 | – | 515 | – | 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% |