SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304 | +55.1% | 8,227 | +62.7% | 0.03% | +52.9% |
| Q2 2023 | $196 | +78.2% | 5,055 | +73.4% | 0.02% | +88.9% |
| Q1 2023 | $110 | -43.6% | 2,916 | -44.8% | 0.01% | -50.0% |
| Q4 2022 | $195 | -99.9% | 5,280 | -3.8% | 0.02% | 0.0% |
| Q3 2022 | $187,000 | -4.1% | 5,486 | +1.4% | 0.02% | -5.3% |
| Q2 2022 | $195,000 | -93.6% | 5,410 | -92.5% | 0.02% | -92.1% |
| Q1 2022 | $3,041,000 | -0.5% | 72,285 | +5.7% | 0.24% | +3.9% |
| Q4 2021 | $3,057,000 | +11.7% | 68,408 | +6.5% | 0.23% | +0.9% |
| Q3 2021 | $2,736,000 | +4.7% | 64,234 | +8.0% | 0.23% | +4.1% |
| Q2 2021 | $2,614,000 | +8.5% | 59,480 | +4.4% | 0.22% | -7.6% |
| Q1 2021 | $2,409,000 | +25.7% | 56,986 | +6.4% | 0.24% | +17.8% |
| Q4 2020 | $1,917,000 | +42.5% | 53,555 | +9.1% | 0.20% | +8.6% |
| Q3 2020 | $1,345,000 | +11.3% | 49,107 | +8.0% | 0.19% | +3.9% |
| Q2 2020 | $1,208,000 | +37.0% | 45,478 | +12.7% | 0.18% | +1.7% |
| Q1 2020 | $882,000 | -21.5% | 40,369 | +17.3% | 0.18% | +12.1% |
| Q4 2019 | $1,123,000 | +32.9% | 34,406 | +22.1% | 0.16% | +18.9% |
| Q3 2019 | $845,000 | +21.6% | 28,181 | +24.2% | 0.13% | +21.1% |
| Q2 2019 | $695,000 | -95.8% | 22,682 | +4409.3% | 0.11% | +11.2% |
| Q1 2019 | $16,635,000 | +207837.5% | 503 | +124.6% | 0.10% | +71.9% |
| Q4 2018 | $8,000 | -96.3% | 224 | +3633.3% | 0.06% | +46.2% |
| Q3 2018 | $216,000 | +32.5% | 6 | -99.9% | 0.04% | +69.6% |
| Q2 2018 | $163,000 | – | 5,040 | – | 0.02% | – |
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% |