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 | $502,172 | -6.6% | 13,609 | -1.7% | 0.04% | -4.9% |
| Q2 2023 | $537,739 | +1957.5% | 13,845 | +1900.7% | 0.04% | +1950.0% |
| Q1 2023 | $26,136 | +2.2% | 692 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25,583 | +6.6% | 692 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 692 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 692 | -2.8% | 0.00% | 0.0% |
| Q1 2022 | $30,000 | -6.2% | 712 | -1.9% | 0.00% | 0.0% |
| Q4 2021 | $32,000 | +68.4% | 726 | +61.7% | 0.00% | +100.0% |
| Q3 2021 | $19,000 | -5.0% | 449 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 449 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | -99.4% | 449 | -99.5% | 0.00% | -99.6% |
| Q4 2020 | $3,289,000 | +20456.2% | 91,878 | +15472.5% | 0.25% | +24600.0% |
| Q3 2020 | $16,000 | +60.0% | 590 | +59.9% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 369 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -52.9% | 369 | -29.0% | 0.00% | -50.0% |
| Q4 2019 | $17,000 | – | 520 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 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% |