SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,219,910 | +99402.9% | 60,160 | +6.4% | 0.01% | -29.4% |
| Q4 2022 | $2,231 | -99.9% | 56,531 | +14.0% | 0.02% | +13.3% |
| Q3 2022 | $1,801,000 | +33.8% | 49,604 | +38.5% | 0.02% | +36.4% |
| Q2 2022 | $1,346,000 | -41.1% | 35,828 | -34.2% | 0.01% | -35.3% |
| Q1 2022 | $2,285,000 | +590.3% | 54,436 | +580.9% | 0.02% | +750.0% |
| Q4 2021 | $331,000 | -6.2% | 7,995 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $353,000 | +6.0% | 7,995 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $333,000 | -3.5% | 7,995 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $345,000 | – | 7,995 | – | 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% |