SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 280 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,089 | +5.0% | 135,050 | +8.9% | 1.00% | +9.5% |
Q2 2023 | $6,753 | +7.9% | 124,050 | 0.0% | 0.92% | +3.3% |
Q1 2023 | $6,256 | -21.0% | 124,050 | -25.9% | 0.89% | -28.2% |
Q4 2022 | $7,917 | -99.9% | 167,413 | 0.0% | 1.24% | +1.7% |
Q3 2022 | $7,385,000 | -5.1% | 167,413 | 0.0% | 1.22% | +1.5% |
Q2 2022 | $7,781,000 | -46.7% | 167,413 | -36.2% | 1.20% | -31.6% |
Q1 2022 | $14,585,000 | -4.9% | 262,413 | 0.0% | 1.75% | -6.5% |
Q4 2021 | $15,338,000 | +10.3% | 262,413 | 0.0% | 1.88% | -14.1% |
Q3 2021 | $13,905,000 | -50.0% | 262,413 | -50.0% | 2.18% | +3.6% |
Q2 2021 | $27,800,000 | +78.6% | 524,826 | +65.9% | 2.11% | -23.7% |
Q1 2021 | $15,564,000 | -1.7% | 316,413 | -7.9% | 2.76% | -0.2% |
Q4 2020 | $15,837,000 | +29.4% | 343,600 | +14.8% | 2.77% | +9.8% |
Q3 2020 | $12,236,000 | +8.2% | 299,250 | 0.0% | 2.52% | -2.5% |
Q2 2020 | $11,306,000 | -11.7% | 299,250 | -26.5% | 2.58% | -35.7% |
Q1 2020 | $12,808,000 | – | 407,250 | – | 4.02% | – |
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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% |