SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 226 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $971 | -21.4% | 18,500 | -18.5% | 0.00% | 0.0% |
Q2 2023 | $1,236 | +279.1% | 22,700 | +229.0% | 0.00% | – |
Q4 2022 | $326 | -99.9% | 6,900 | -38.9% | 0.00% | -100.0% |
Q3 2022 | $498,000 | -23.4% | 11,300 | -3.4% | 0.00% | 0.0% |
Q1 2022 | $650,000 | -72.7% | 11,700 | -71.3% | 0.00% | -66.7% |
Q4 2021 | $2,385,000 | +83.7% | 40,800 | +66.5% | 0.00% | +50.0% |
Q3 2021 | $1,298,000 | +2.9% | 24,500 | +2.9% | 0.00% | 0.0% |
Q2 2021 | $1,261,000 | +27.5% | 23,800 | +18.4% | 0.00% | +100.0% |
Q1 2021 | $989,000 | +276.0% | 20,100 | +252.6% | 0.00% | – |
Q4 2020 | $263,000 | -17.6% | 5,700 | -26.9% | 0.00% | – |
Q3 2020 | $319,000 | +38.7% | 7,800 | +6.8% | 0.00% | – |
Q1 2020 | $230,000 | -66.9% | 7,300 | -58.0% | 0.00% | -100.0% |
Q4 2019 | $694,000 | +86.6% | 17,400 | +70.6% | 0.00% | – |
Q2 2019 | $372,000 | +60.3% | 10,200 | +54.5% | 0.00% | – |
Q1 2019 | $232,000 | -5.7% | 6,600 | -2.9% | 0.00% | – |
Q3 2018 | $246,000 | -29.1% | 6,800 | -33.3% | 0.00% | – |
Q2 2018 | $347,000 | – | 10,200 | – | 0.00% | – |
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% |