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 | $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 | 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% |