SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,580,055 | -46.4% | 151,221 | -43.6% | 0.00% | -50.0% |
| Q2 2023 | $10,409,625 | +213.4% | 268,013 | +204.7% | 0.00% | +100.0% |
| Q1 2023 | $3,322,023 | +125.7% | 87,954 | +120.9% | 0.00% | – |
| Q4 2022 | $1,471,813 | -33.6% | 39,811 | -38.8% | 0.00% | -100.0% |
| Q3 2022 | $2,217,000 | -4.6% | 65,083 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $2,325,000 | -14.5% | 64,620 | -0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,719,000 | +52.7% | 64,636 | +62.1% | 0.00% | – |
| Q4 2021 | $1,781,000 | +7.4% | 39,862 | +2.4% | 0.00% | – |
| Q3 2021 | $1,658,000 | -0.7% | 38,915 | +2.4% | 0.00% | – |
| Q2 2021 | $1,670,000 | -82.7% | 38,017 | -89.2% | 0.00% | -100.0% |
| Q3 2020 | $9,636,000 | +1380.2% | 351,950 | +1335.4% | 0.00% | – |
| Q2 2020 | $651,000 | -49.4% | 24,519 | -58.4% | 0.00% | – |
| Q1 2020 | $1,287,000 | +9.8% | 58,917 | +64.0% | 0.00% | – |
| Q4 2019 | $1,172,000 | +41.0% | 35,920 | +29.7% | 0.00% | – |
| Q3 2019 | $831,000 | -68.8% | 27,689 | -68.2% | 0.00% | -100.0% |
| Q2 2019 | $2,666,000 | +771.2% | 87,021 | +761.0% | 0.00% | – |
| Q1 2019 | $306,000 | -12.6% | 10,107 | -13.6% | 0.00% | – |
| Q1 2018 | $350,000 | -73.8% | 11,693 | -23.3% | 0.00% | – |
| Q3 2017 | $1,334,000 | -3.8% | 15,245 | -8.4% | 0.00% | – |
| Q2 2017 | $1,386,000 | -75.1% | 16,639 | -75.7% | 0.00% | -100.0% |
| Q1 2017 | $5,574,000 | – | 68,349 | – | 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% |