SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,461 | -5.3% | 65,929 | -1.7% | 0.49% | 0.0% |
| Q2 2023 | $3,653 | +4.4% | 67,094 | -3.3% | 0.49% | +0.4% |
| Q1 2023 | $3,500 | +6.6% | 69,404 | 0.0% | 0.49% | +2.1% |
| Q4 2022 | $3,282 | -99.9% | 69,404 | -2.5% | 0.48% | -1.0% |
| Q3 2022 | $3,141,000 | -2.9% | 71,219 | +2.3% | 0.48% | +2.6% |
| Q2 2022 | $3,236,000 | +0.8% | 69,613 | +20.6% | 0.47% | +10.6% |
| Q1 2022 | $3,209,000 | -4.9% | 57,743 | 0.0% | 0.42% | -5.8% |
| Q4 2021 | $3,375,000 | +4.9% | 57,743 | -4.9% | 0.45% | -7.2% |
| Q3 2021 | $3,217,000 | +0.0% | 60,707 | 0.0% | 0.48% | -1.2% |
| Q2 2021 | $3,216,000 | +4.9% | 60,707 | -2.6% | 0.49% | -1.2% |
| Q1 2021 | $3,065,000 | +1.5% | 62,317 | -4.9% | 0.50% | -2.4% |
| Q4 2020 | $3,021,000 | +5.7% | 65,542 | -6.2% | 0.51% | -8.1% |
| Q3 2020 | $2,858,000 | +8.2% | 69,907 | 0.0% | 0.55% | +2.2% |
| Q2 2020 | $2,641,000 | +20.1% | 69,907 | 0.0% | 0.54% | 0.0% |
| Q1 2020 | $2,199,000 | -19.2% | 69,907 | +2.3% | 0.54% | +0.7% |
| Q4 2019 | $2,723,000 | +10.3% | 68,322 | +1.7% | 0.54% | +2.5% |
| Q3 2019 | $2,469,000 | +5.2% | 67,212 | +4.4% | 0.52% | -1.9% |
| Q2 2019 | $2,347,000 | +3.7% | 64,365 | 0.0% | 0.54% | +3.1% |
| Q1 2019 | $2,264,000 | +13.8% | 64,365 | 0.0% | 0.52% | -0.4% |
| Q4 2018 | $1,990,000 | -14.6% | 64,365 | 0.0% | 0.52% | -2.1% |
| Q3 2018 | $2,330,000 | – | 64,365 | – | 0.53% | – |
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% |