SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,082,552 | +9.2% | 29,337 | +14.9% | 0.00% | 0.0% |
| Q2 2023 | $991,371 | +772.9% | 25,524 | +748.8% | 0.00% | – |
| Q1 2023 | $113,574 | +26.6% | 3,007 | +23.9% | 0.00% | – |
| Q4 2022 | $89,689 | +12.1% | 2,426 | +2.8% | 0.00% | – |
| Q3 2022 | $80,000 | -5.9% | 2,360 | 0.0% | 0.00% | – |
| Q2 2022 | $85,000 | -9.6% | 2,360 | +5.8% | 0.00% | – |
| Q1 2022 | $94,000 | -26.6% | 2,231 | -21.9% | 0.00% | – |
| Q4 2021 | $128,000 | +5.8% | 2,855 | +0.9% | 0.00% | – |
| Q3 2021 | $121,000 | -2.4% | 2,829 | 0.0% | 0.00% | – |
| Q2 2021 | $124,000 | +31.9% | 2,829 | +26.8% | 0.00% | – |
| Q1 2021 | $94,000 | +840.0% | 2,231 | +694.0% | 0.00% | – |
| Q4 2020 | $10,000 | +25.0% | 281 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 281 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | -68.2% | 281 | -71.9% | 0.00% | – |
| Q1 2020 | $22,000 | -33.3% | 1,000 | 0.0% | 0.00% | – |
| Q4 2019 | $33,000 | – | 1,000 | – | 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% |