SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,897,430 | +3.6% | 78,521 | +9.0% | 0.84% | -8.1% |
| Q2 2023 | $2,798,017 | -50.8% | 72,040 | -52.2% | 0.92% | -47.4% |
| Q1 2023 | $5,689,021 | +12.9% | 150,623 | +10.5% | 1.74% | +18.5% |
| Q4 2022 | $5,041,095 | +13.5% | 136,356 | +4.5% | 1.47% | +10.5% |
| Q3 2022 | $4,443,000 | -7.9% | 130,432 | -2.7% | 1.33% | -1.8% |
| Q2 2022 | $4,825,000 | -26.5% | 134,092 | -14.0% | 1.35% | -18.0% |
| Q1 2022 | $6,561,000 | +12.1% | 155,850 | +20.3% | 1.65% | -5.0% |
| Q4 2021 | $5,851,000 | +24.0% | 129,501 | +16.9% | 1.74% | +8.6% |
| Q3 2021 | $4,719,000 | +70.2% | 110,781 | +75.6% | 1.60% | +72.2% |
| Q2 2021 | $2,772,000 | +6.2% | 63,076 | +2.2% | 0.93% | -12.5% |
| Q1 2021 | $2,609,000 | +26.8% | 61,725 | +7.4% | 1.06% | +22.3% |
| Q4 2020 | $2,058,000 | – | 57,479 | – | 0.87% | – |
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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% |