SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,769 | -1.7% | 9,885 | +3.5% | 0.04% | -2.3% |
| Q2 2023 | $370,942 | +109.4% | 9,551 | +103.6% | 0.04% | +91.3% |
| Q1 2023 | $177,136 | +1.3% | 4,690 | -0.9% | 0.02% | -11.5% |
| Q4 2022 | $174,941 | +8.7% | 4,732 | +0.0% | 0.03% | 0.0% |
| Q3 2022 | $161,000 | +11.0% | 4,731 | +17.8% | 0.03% | +8.3% |
| Q2 2022 | $145,000 | -17.1% | 4,017 | -3.7% | 0.02% | -11.1% |
| Q1 2022 | $175,000 | -6.9% | 4,170 | -0.7% | 0.03% | -3.6% |
| Q4 2021 | $188,000 | +5.6% | 4,198 | +0.3% | 0.03% | -3.4% |
| Q3 2021 | $178,000 | -4.3% | 4,186 | -1.2% | 0.03% | -9.4% |
| Q2 2021 | $186,000 | -4.6% | 4,237 | -8.3% | 0.03% | -15.8% |
| Q1 2021 | $195,000 | +34.5% | 4,618 | +14.2% | 0.04% | +22.6% |
| Q4 2020 | $145,000 | +29.5% | 4,043 | -1.5% | 0.03% | +10.7% |
| Q3 2020 | $112,000 | +261.3% | 4,104 | +251.7% | 0.03% | +211.1% |
| Q2 2020 | $31,000 | +29.2% | 1,167 | +6.4% | 0.01% | -25.0% |
| Q1 2020 | $24,000 | – | 1,097 | – | 0.01% | – |
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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% |