SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,301 | -9.4% | 577,270 | -6.1% | 0.47% | -11.3% |
| Q2 2023 | $33,454 | -6.2% | 614,519 | -13.1% | 0.53% | -13.5% |
| Q1 2023 | $35,661 | -99.9% | 707,135 | -6.0% | 0.61% | -3.0% |
| Q4 2022 | $35,571,000 | -99.9% | 752,194 | +2.8% | 0.63% | -1.7% |
| Q3 2022 | $32,279,000,000 | +102457.7% | 731,792 | +8.1% | 0.64% | +5.4% |
| Q2 2022 | $31,474,000 | -11.5% | 677,144 | +5.8% | 0.61% | -2.2% |
| Q1 2022 | $35,556,000 | -99.9% | 639,721 | +6.0% | 0.62% | +0.2% |
| Q4 2021 | $35,265,000,000 | +118306.5% | 603,329 | +7.3% | 0.62% | +4.2% |
| Q3 2021 | $29,783,000 | +7.0% | 562,046 | +7.0% | 0.60% | +1.4% |
| Q2 2021 | $27,824,000 | +18.5% | 525,277 | +10.0% | 0.59% | +3.5% |
| Q1 2021 | $23,490,000 | – | 477,545 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Professional Financial Advisors, LLC | 1,247,911 | $65,502,851 | 29.64% |
| Weitzel Financial Services, Inc. | 701,237 | $36,431,730 | 21.28% |
| Royal Harbor Partners, LLC | 669,300 | $35,131,557 | 18.29% |
| Asset Management Resources, LLC | 544,354 | $28,573,165 | 17.74% |
| Financial Strategies Group, Inc. | 906,044 | $48,446,196 | 15.28% |
| Rinkey Investments | 635,106 | $33,336,714 | 15.27% |
| Treasure Coast Financial Planning | 398,340 | $20,908,871 | 14.52% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 760,206 | $39,903,207 | 13.55% |
| Wall Capital Group, Inc. | 164,930 | $8,761,104 | 12.45% |
| Shepherd Financial Partners LLC | 1,477,104 | $77,533,291 | 12.16% |