SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 412 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $14,233,683 | +25.5% | 337,451 | +9.8% | 0.74% | +16.3% |
| Q3 2023 | $11,341,953 | -2.2% | 307,370 | +2.9% | 0.64% | +3.9% |
| Q2 2023 | $11,599,975 | +106743.3% | 298,661 | +1.7% | 0.61% | +15225.0% |
| Q4 2022 | $10,857 | -99.9% | 293,662 | +13.1% | 0.00% | -99.4% |
| Q3 2022 | $9,340,000 | 0.0% | 259,601 | 0.0% | 0.62% | 0.0% |
| Q2 2022 | $9,340,000 | -5.4% | 259,601 | +10.6% | 0.62% | +11.2% |
| Q1 2022 | $9,873,000 | +3.5% | 234,679 | +10.0% | 0.56% | +5.9% |
| Q4 2021 | $9,536,000 | +121.0% | 213,384 | +110.6% | 0.52% | +97.0% |
| Q3 2021 | $4,315,000 | +65.6% | 101,299 | +70.8% | 0.27% | +62.2% |
| Q2 2021 | $2,606,000 | – | 59,313 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 457,644 | $16,919,110 | 16.35% |
| Leicht Financial Planning & Wealth Management, Inc. | 471,141 | $17,418,083 | 11.68% |
| Syntegra Private Wealth Group, LLC | 1,517,670 | $56,109,535 | 11.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 907,671 | $33,556,593 | 9.74% |
| Pinnacle Wealth Planning Services, Inc. | 1,240,642 | $45,866,516 | 8.15% |
| Garrett Wealth Advisory Group, LLC | 389,745 | $14,408,895 | 7.40% |
| Summit Investment Advisory Services, LLC | 149,454 | $5,525,329 | 6.69% |
| Peterson Wealth Advisors, LLC | 579,921 | $21,439,685 | 6.47% |
| Sterling Group Wealth Management, LLC | 141,816 | $5,242,949 | 5.16% |
| Bridgeworth, LLC | 871,649 | $32,224,870 | 5.13% |