SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 20 filers reported holding SPDR SER TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $117,122 | -16.4% | 3,174 | -12.0% | 0.00% | – |
Q2 2023 | $140,057 | +700.9% | 3,606 | +678.8% | 0.00% | – |
Q1 2023 | $17,488 | -32.7% | 463 | -22.8% | 0.00% | – |
Q2 2021 | $26,000 | +4.0% | 600 | 0.0% | 0.00% | – |
Q1 2021 | $25,000 | -10.7% | 600 | -24.1% | 0.00% | – |
Q4 2020 | $28,000 | -15.2% | 791 | -34.1% | 0.00% | – |
Q3 2020 | $33,000 | +3.1% | 1,200 | -0.2% | 0.00% | – |
Q2 2020 | $32,000 | +23.1% | 1,202 | +0.2% | 0.00% | – |
Q1 2020 | $26,000 | -33.3% | 1,200 | 0.0% | 0.00% | – |
Q4 2019 | $39,000 | -93.4% | 1,200 | -93.9% | 0.00% | – |
Q3 2019 | $592,000 | -2.1% | 19,737 | 0.0% | 0.00% | – |
Q2 2019 | $605,000 | +1.3% | 19,737 | 0.0% | 0.00% | -100.0% |
Q1 2019 | $597,000 | +14.6% | 19,737 | -0.2% | 0.00% | 0.0% |
Q4 2018 | $521,000 | -21.4% | 19,767 | -0.9% | 0.00% | 0.0% |
Q3 2018 | $663,000 | +4.1% | 19,937 | +1.0% | 0.00% | 0.0% |
Q2 2018 | $637,000 | +8.0% | 19,737 | 0.0% | 0.00% | – |
Q1 2018 | $590,000 | -0.8% | 19,737 | 0.0% | 0.00% | – |
Q4 2017 | $595,000 | +3.3% | 19,737 | +200.0% | 0.00% | – |
Q3 2017 | $576,000 | +5.1% | 6,579 | 0.0% | 0.00% | – |
Q2 2017 | $548,000 | +5.4% | 6,579 | +3.1% | 0.00% | – |
Q1 2017 | $520,000 | +5.7% | 6,379 | +3.2% | 0.00% | – |
Q4 2016 | $492,000 | +7.7% | 6,179 | 0.0% | 0.00% | – |
Q3 2016 | $457,000 | +10.1% | 6,179 | 0.0% | 0.00% | – |
Q2 2016 | $415,000 | +2.7% | 6,179 | 0.0% | 0.00% | – |
Q1 2016 | $404,000 | -3.1% | 6,179 | 0.0% | 0.00% | – |
Q4 2015 | $417,000 | +4.2% | 6,179 | 0.0% | 0.00% | – |
Q3 2015 | $400,000 | -12.5% | 6,179 | 0.0% | 0.00% | – |
Q2 2015 | $457,000 | -0.2% | 6,179 | 0.0% | 0.00% | – |
Q1 2015 | $458,000 | +3.9% | 6,179 | 0.0% | 0.00% | – |
Q4 2014 | $441,000 | -80.8% | 6,179 | -82.3% | 0.00% | -100.0% |
Q3 2014 | $2,298,000 | -7.5% | 35,000 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $2,483,000 | +1.7% | 35,000 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $2,441,000 | -58.5% | 35,000 | -58.8% | 0.00% | -60.0% |
Q4 2013 | $5,885,000 | +8.4% | 85,000 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $5,429,000 | – | 85,000 | – | 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% |