SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 212 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $30,899,915 | -22.1% | 837,397 | -18.0% | 0.01% | -18.2% |
Q2 2023 | $39,674,728 | +88.7% | 1,021,491 | +83.5% | 0.01% | +83.3% |
Q1 2023 | $21,027,107 | +10.4% | 556,714 | +8.1% | 0.01% | 0.0% |
Q4 2022 | $19,047,924 | +64.4% | 515,227 | +51.4% | 0.01% | +50.0% |
Q3 2022 | $11,589,000 | -22.0% | 340,250 | -17.6% | 0.00% | -20.0% |
Q2 2022 | $14,860,000 | -9.8% | 413,032 | +5.4% | 0.01% | +25.0% |
Q1 2022 | $16,483,000 | -17.5% | 391,812 | -12.4% | 0.00% | -20.0% |
Q4 2021 | $19,987,000 | +7.4% | 447,231 | +2.4% | 0.01% | +25.0% |
Q3 2021 | $18,608,000 | -5.5% | 436,792 | -2.5% | 0.00% | 0.0% |
Q2 2021 | $19,681,000 | +12.7% | 447,907 | +8.4% | 0.00% | 0.0% |
Q1 2021 | $17,465,000 | +71.8% | 413,169 | +45.5% | 0.00% | +100.0% |
Q4 2020 | $10,168,000 | +44.7% | 284,023 | +10.7% | 0.00% | 0.0% |
Q3 2020 | $7,025,000 | +2.3% | 256,572 | -0.7% | 0.00% | 0.0% |
Q2 2020 | $6,869,000 | +166.9% | 258,503 | +119.4% | 0.00% | +100.0% |
Q1 2020 | $2,574,000 | -3.0% | 117,824 | +44.9% | 0.00% | 0.0% |
Q4 2019 | $2,653,000 | +7.7% | 81,317 | -1.0% | 0.00% | 0.0% |
Q3 2019 | $2,464,000 | +103.3% | 82,153 | +107.7% | 0.00% | – |
Q2 2019 | $1,212,000 | +13.1% | 39,549 | +11.5% | 0.00% | – |
Q1 2019 | $1,072,000 | +15.0% | 35,470 | +0.3% | 0.00% | – |
Q4 2018 | $932,000 | -97.4% | 35,367 | -96.7% | 0.00% | -100.0% |
Q3 2018 | $35,851,000 | +7.1% | 1,078,566 | +4.1% | 0.01% | 0.0% |
Q2 2018 | $33,460,000 | +18697.8% | 1,036,557 | +17297.7% | 0.01% | – |
Q1 2018 | $178,000 | +356.4% | 5,958 | +363.3% | 0.00% | – |
Q4 2017 | $39,000 | +2.6% | 1,286 | +199.8% | 0.00% | – |
Q3 2017 | $38,000 | +5.6% | 429 | 0.0% | 0.00% | – |
Q2 2017 | $36,000 | +2.9% | 429 | 0.0% | 0.00% | – |
Q1 2017 | $35,000 | +2.9% | 429 | +0.2% | 0.00% | – |
Q4 2016 | $34,000 | +6.2% | 428 | 0.0% | 0.00% | – |
Q3 2016 | $32,000 | +10.3% | 428 | 0.0% | 0.00% | – |
Q2 2016 | $29,000 | +625.0% | 428 | +548.5% | 0.00% | – |
Q4 2015 | $4,000 | -42.9% | 66 | -39.4% | 0.00% | – |
Q3 2015 | $7,000 | +40.0% | 109 | +65.2% | 0.00% | – |
Q2 2015 | $5,000 | -50.0% | 66 | -50.0% | 0.00% | – |
Q1 2015 | $10,000 | +11.1% | 132 | +13.8% | 0.00% | – |
Q4 2014 | $9,000 | +28.6% | 116 | +6.4% | 0.00% | – |
Q3 2014 | $7,000 | -12.5% | 109 | 0.0% | 0.00% | – |
Q2 2014 | $8,000 | – | 109 | – | 0.00% | – |
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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% |