SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $286,595 | -3.6% | 5,460 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $297,242 | +8.0% | 5,460 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $275,347 | +6.6% | 5,460 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $258,203 | +26.6% | 5,460 | +18.2% | 0.00% | 0.0% |
Q3 2022 | $204,000 | -5.1% | 4,620 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $215,000 | -16.3% | 4,620 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $257,000 | -4.8% | 4,620 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $270,000 | +10.2% | 4,620 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $245,000 | 0.0% | 4,620 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $245,000 | +7.9% | 4,620 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $227,000 | +6.6% | 4,620 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $213,000 | – | 4,620 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Professional Financial Advisors, LLC | 1,247,911 | $65,502,851 | 29.64% |
Weitzel Financial Services, Inc. | 701,237 | $36,431,730 | 21.28% |
Royal Harbor Partners, LLC | 669,300 | $35,131,557 | 18.29% |
Asset Management Resources, LLC | 544,354 | $28,573,165 | 17.74% |
Financial Strategies Group, Inc. | 906,044 | $48,446,196 | 15.28% |
Rinkey Investments | 635,106 | $33,336,714 | 15.27% |
Treasure Coast Financial Planning | 398,340 | $20,908,871 | 14.52% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 760,206 | $39,903,207 | 13.55% |
Wall Capital Group, Inc. | 164,930 | $8,761,104 | 12.45% |
Shepherd Financial Partners LLC | 1,477,104 | $77,533,291 | 12.16% |