SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 171 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $566,859 | +1.5% | 10,799 | +5.3% | 0.02% | +9.5% |
| Q2 2023 | $558,230 | +15.3% | 10,254 | +6.8% | 0.02% | +10.5% |
| Q1 2023 | $484,021 | +13.5% | 9,598 | +6.5% | 0.02% | +11.8% |
| Q4 2022 | $426,381 | +18.1% | 9,016 | +9.9% | 0.02% | +6.2% |
| Q3 2022 | $361,000 | -10.2% | 8,204 | -5.3% | 0.02% | -5.9% |
| Q2 2022 | $402,000 | -10.3% | 8,661 | +7.2% | 0.02% | +6.2% |
| Q1 2022 | $448,000 | -5.1% | 8,076 | -0.1% | 0.02% | 0.0% |
| Q4 2021 | $472,000 | +12.4% | 8,082 | +1.9% | 0.02% | +6.7% |
| Q3 2021 | $420,000 | -13.2% | 7,929 | -13.3% | 0.02% | -11.8% |
| Q2 2021 | $484,000 | +15.5% | 9,145 | +7.1% | 0.02% | +6.2% |
| Q1 2021 | $419,000 | +4.2% | 8,535 | -2.2% | 0.02% | -11.1% |
| Q4 2020 | $402,000 | +9.5% | 8,728 | -2.9% | 0.02% | +5.9% |
| Q3 2020 | $367,000 | +22.3% | 8,989 | +13.1% | 0.02% | +21.4% |
| Q2 2020 | $300,000 | +31.0% | 7,945 | +9.1% | 0.01% | +7.7% |
| Q1 2020 | $229,000 | -16.1% | 7,282 | +6.3% | 0.01% | +8.3% |
| Q4 2019 | $273,000 | +60.6% | 6,849 | +47.7% | 0.01% | +50.0% |
| Q3 2019 | $170,000 | +88.9% | 4,638 | +86.3% | 0.01% | +100.0% |
| Q2 2019 | $90,000 | +15.4% | 2,490 | +11.3% | 0.00% | 0.0% |
| Q1 2019 | $78,000 | +47.2% | 2,238 | +30.1% | 0.00% | +33.3% |
| Q4 2018 | $53,000 | +5200.0% | 1,720 | +3559.6% | 0.00% | – |
| Q3 2018 | $1,000 | -50.0% | 47 | -39.0% | 0.00% | – |
| Q2 2018 | $2,000 | – | 77 | – | 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% |