SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 548 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,446,430 | +62706.3% | 21,800 | -39.3% | 0.00% | -50.0% |
Q1 2024 | $2,303 | +11.6% | 35,900 | +1.7% | 0.00% | +33.3% |
Q4 2023 | $2,063 | +112.5% | 35,300 | +90.8% | 0.00% | +50.0% |
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 | 1,239,688 | $67,488,592 | 34.88% |
Weitzel Financial Services, Inc. | 712,673 | $38,797,955 | 22.03% |
Asset Management Resources, LLC | 596,195 | $32,456,871 | 19.72% |
Financial Strategies Group, Inc. | 894,722 | $48,708,644 | 15.58% |
Rinkey Investments | 592,286 | $32,244,050 | 14.74% |
Bridgewealth Advisory Group, LLC | 165,979 | $9,035,899 | 14.68% |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 812,089 | $44,210,150 | 14.67% |
Treasure Coast Financial Planning | 395,178 | $21,513,503 | 14.54% |
Rockbridge Investment Management, LCC | 1,415,377 | $77,053,145 | 13.55% |
Shepherd Financial Partners LLC | 1,488,684 | $81,043,935 | 12.57% |