SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 441 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $220,000 | +8.4% | 4,979 | +14.2% | 0.00% | – |
| Q2 2022 | $203,000 | -16.5% | 4,359 | -0.2% | 0.00% | – |
| Q1 2022 | $243,000 | +81.3% | 4,369 | +90.4% | 0.00% | – |
| Q4 2021 | $134,000 | – | 2,295 | +129.5% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2021 | $53,000 | +8.2% | 1,000 | 0.0% | 0.00% | – |
| Q1 2021 | $49,000 | – | 1,000 | – | 0.00% | – |
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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% |