SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $258,000 | -83.2% | 4,415 | -88.2% | 0.03% | -89.1% |
| Q3 2020 | $1,533,000 | +7.4% | 37,491 | -0.8% | 0.26% | -0.4% |
| Q2 2020 | $1,428,000 | +27.7% | 37,809 | +6.3% | 0.26% | +15.7% |
| Q1 2020 | $1,118,000 | -13.5% | 35,572 | +9.6% | 0.22% | +4.2% |
| Q4 2019 | $1,293,000 | +130.1% | 32,443 | +112.0% | 0.21% | +103.8% |
| Q3 2019 | $562,000 | – | 15,305 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,099,323 | $51,986,962 | 35.19% |
| Weitzel Financial Services, Inc. | 708,267 | $33,493,977 | 21.39% |
| Financial Strategies Group, Inc. | 779,484 | $36,861,800 | 15.31% |
| Rinkey Investments | 494,284 | $23,374,690 | 13.99% |
| Treasure Coast Financial Planning | 391,902 | $18,533,000 | 13.83% |
| Asset Management Resources, LLC | 416,505 | $19,696,515 | 13.38% |
| Shepherd Financial Partners LLC | 1,436,852 | $67,948,897 | 12.30% |
| Bridgewealth Advisory Group, LLC | 120,620 | $5,704,108 | 11.19% |
| VisionPoint Advisory Group, LLC | 477,272 | $24,412,463 | 10.10% |
| Winch Advisory Services, LLC | 472,600 | $22,349 | 9.53% |