SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,730,794 | +23.3% | 6,501,149 | +52.9% | 0.07% | +28.8% |
| Q2 2023 | $165,222,183 | +301.5% | 4,252,970 | +290.9% | 0.05% | +300.0% |
| Q1 2023 | $41,155,710 | -12.7% | 1,088,034 | -14.8% | 0.01% | -18.8% |
| Q4 2022 | $47,168,000 | +103.2% | 1,276,478 | +87.3% | 0.02% | +77.8% |
| Q3 2022 | $23,211,000 | +58.2% | 681,590 | +67.3% | 0.01% | +80.0% |
| Q2 2022 | $14,670,000 | -51.2% | 407,335 | -43.0% | 0.01% | -44.4% |
| Q1 2022 | $30,052,000 | +222.4% | 714,402 | +242.5% | 0.01% | +200.0% |
| Q4 2021 | $9,320,000 | +25.8% | 208,580 | +20.1% | 0.00% | +50.0% |
| Q3 2021 | $7,408,000 | +2.5% | 173,692 | +5.6% | 0.00% | 0.0% |
| Q2 2021 | $7,226,000 | +10.7% | 164,448 | +6.4% | 0.00% | 0.0% |
| Q1 2021 | $6,530,000 | +16.6% | 154,605 | -1.6% | 0.00% | 0.0% |
| Q4 2020 | $5,600,000 | +35.2% | 157,081 | +3.7% | 0.00% | 0.0% |
| Q3 2020 | $4,142,000 | +11.3% | 151,424 | +8.1% | 0.00% | 0.0% |
| Q2 2020 | $3,723,000 | -35.6% | 140,136 | -47.0% | 0.00% | -33.3% |
| Q1 2020 | $5,781,000 | -0.3% | 264,565 | +48.9% | 0.00% | +50.0% |
| Q4 2019 | $5,797,000 | +7.3% | 177,725 | -1.8% | 0.00% | 0.0% |
| Q3 2019 | $5,403,000 | +32.9% | 180,911 | +36.2% | 0.00% | 0.0% |
| Q2 2019 | $4,064,000 | -4.5% | 132,788 | -5.7% | 0.00% | 0.0% |
| Q1 2019 | $4,256,000 | +15.6% | 140,762 | +0.6% | 0.00% | 0.0% |
| Q4 2018 | $3,683,000 | -1.5% | 139,986 | +24.4% | 0.00% | +100.0% |
| Q3 2018 | $3,740,000 | +22.7% | 112,530 | +19.2% | 0.00% | 0.0% |
| Q2 2018 | $3,047,000 | +283.8% | 94,405 | +255.6% | 0.00% | – |
| Q1 2018 | $794,000 | +4.7% | 26,551 | +5.6% | 0.00% | – |
| Q4 2017 | $758,000 | – | 25,151 | – | 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% |