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 | $220,276 | -5.5% | 5,780 | -3.5% | 0.00% | – |
| Q2 2023 | $233,014 | +80.7% | 5,987 | +72.6% | 0.00% | – |
| Q4 2022 | $128,943 | +1.5% | 3,469 | 0.0% | 0.00% | – |
| Q3 2022 | $127,000 | -28.7% | 3,469 | -26.9% | 0.00% | – |
| Q2 2022 | $178,000 | +178.1% | 4,744 | +220.1% | 0.00% | – |
| Q1 2022 | $64,000 | +12.3% | 1,482 | +16.2% | 0.00% | – |
| Q4 2021 | $57,000 | -87.1% | 1,275 | -87.5% | 0.00% | – |
| Q3 2021 | $442,000 | +309.3% | 10,192 | +315.2% | 0.00% | – |
| Q2 2021 | $108,000 | +535.3% | 2,455 | +461.8% | 0.00% | – |
| Q4 2020 | $17,000 | +325.0% | 437 | +304.6% | 0.00% | – |
| Q4 2019 | $4,000 | -93.9% | 108 | -95.7% | 0.00% | – |
| Q4 2018 | $66,000 | – | 2,486 | – | 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% |