SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 300 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $444,000 | -6.5% | 9,560 | +11.7% | 0.06% | +12.7% |
| Q1 2022 | $475,000 | +5.8% | 8,560 | +11.4% | 0.06% | +14.6% |
| Q4 2021 | $449,000 | +12.5% | 7,685 | +2.0% | 0.05% | +2.1% |
| Q3 2021 | $399,000 | +1.0% | 7,535 | +0.9% | 0.05% | +4.4% |
| Q2 2021 | $395,000 | +12.5% | 7,465 | +4.4% | 0.04% | +2.3% |
| Q1 2021 | $351,000 | +9.0% | 7,150 | +2.1% | 0.04% | +2.3% |
| Q4 2020 | $322,000 | +12.6% | 7,000 | 0.0% | 0.04% | +2.4% |
| Q3 2020 | $286,000 | +8.7% | 7,000 | +0.3% | 0.04% | 0.0% |
| Q2 2020 | $263,000 | +22.9% | 6,980 | +2.2% | 0.04% | +2.4% |
| Q1 2020 | $214,000 | -21.3% | 6,830 | 0.0% | 0.04% | +5.1% |
| Q4 2019 | $272,000 | +8.8% | 6,830 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $250,000 | +16.3% | 6,830 | +15.6% | 0.04% | +18.8% |
| Q2 2019 | $215,000 | +4.4% | 5,910 | +0.9% | 0.03% | +3.2% |
| Q1 2019 | $206,000 | – | 5,860 | – | 0.03% | – |
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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% |